Financial Planner
About the job
This job is about delivering exceptional financial solutions as a Financial Planner at Bridges Financial. You'll play a vital role in managing client needs, driving growth, and enhancing client experiences. The team thrives on collaboration, innovation, and a shared commitment to creating financial wellbeing for every Australian.
You'll be responsible for
📊
Managing client advice needs
Accountable for addressing the financial advice requirements of existing clients and converting prospective clients.🔗
Sourcing and engaging referrals
Proactively identify and manage client referrals and key relationships to drive business growth.🌟
Contributing to client experience initiatives
Participate in initiatives aimed at improving client experience and adopting new technologies.Key criteria
📜
RG146 compliance
Demonstrated RG146 compliance for financial advice provision.View
📚
Approved degree
Possession of an approved degree in a relevant field.View
💼
Experience in financial advice
Proven experience delivering financial advice to clients.View
View more
