
Financial Planner position
We are a fast-growing fin-tech advisory firm based on the beautiful Sunshine Coast. We are experiencing significant growth and are looking to expand our operations. At My Online Adviser, our mission is to be the leading Financial Services company, delivering strategic advice to Australians allowing them to achieve their financial goals. Our team are friendly, dedicated individuals who all have a common goal; to educate as many Australians as possible to give them the best opportunity to have a solid financial future.
POSITION DESCRIPTION
- Building strong ongoing relationships with new and existing
- Providing new advice to clients and general advice to existing clients
REQUIRED SKILLS
- 2 years’ experience as a professional financial planner/general advice planner with a FASEA approved financial planning qualification
- Strong communication skills
- High level research and analytical skills
- Well organised, able to prioritise and meet deadlines
- Excellent attention to detail, ability to think on your feet and problem solve
- Sound time management and ability to meet deadlines
- Ability to work collaboratively with others to achieve common goals
WHAT WE OFFER
- Competitive salary, KPI’s and incentives
- Flexible working arrangements
- Autonomy in your role
- Energetic and friendly work environment
- Ongoing training and development
- Annual team-building activities and events
Please send your resume and cover letter to accounts@myonlineadviser.com