About this position

 

On offer is:

• a busy and challenging position with Canberra’s largest privately owned advisory firm;

• an existing book of clients to provide on-going advice and service;

• the support of a fully qualified team of client service and paraplanning professionals;

• the opportunity to advise clients, add value and form deep client relationships;

• the opportunity to expand your skills and knowledge;

• the opportunity for career progression;

• work flexibility;

• positive and supportive work culture; and

• state of the art working environment in the heart of Canberra City.

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You will offer a high touch approach to looking after our clients’ affairs. Your goal is to ultimately provide our clients with financial security, flexibility, and choice. We are a growing business and are leaning into the future of financial advice and building for the future. You will be part of a close-knit team providing advice to a broad range of clients with duties including (but not limited to):

• Annual Client Review Meetings

• Advice on strategies around superannuation, tax planning and investment management

• Presentation of Statements of Advice

• Responding to client advice queries

• Working with the client service team to ensure advice is implemented

• Meeting with prospective clients

• Ensuring advice is within compliance guidelines

 

About you

 

The applicant we are seeking would have the following:

• RG146 (minimum education standard)

• Approved Degree is highly desirable

• Successfully passed Adviser exam (mandatory for Authorisation)

• A passion for helping people and providing advice that makes a difference to people’s lives

• A focus on the best advice without compromise or conflict

• Experience in tax planning, superannuation, and investment strategies, including TSB and TBC

• Knowledge of the public sector defined benefit schemes.

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What we offer

 

You will be rewarded with:

• learning and development opportunities;

• a career pathway with quarterly check-ins with our HR Manager;

• the opportunity to develop your own client portfolio;

• an attractive remuneration package (based upon experience);

• achievable bonuses for meeting targets;

• the flexibility to work in our newly renovated office in Canberra City, with a variety of parking and public transport options and to work from home; 

• other perks of the job include an active social club, regular team morning tea’s, and team building days; and

• a warm, inclusive, and collaborative working environment.

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Talk to us

 

Should you wish to have a confidential discussion, please contact Head of People and Culture, Rachel Barrer at rbarrer@parkerfinancial.com.au

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