The Role

Financial planning

Financial Planners provide holistic financial planning advice to our clients.

In delivering our Lifestyle Financial Planning Process, they analyse client needs and give informed insight, advice and direction for wealth management strategies and goals.

Interested in making the move to financial planning?

You don’t need finance experience or qualifications; we’ll train you. What you do need is a successful background in services (ideally with emphasis on consultation and relationship building).

Maybe you’re a service or sales professional looking for a new career to make the most of your commercial, interpersonal and consultation skills.

Whatever your background, you have drive, ambition and a passion for helping clients build long-term financial security.

If you’re an action-oriented person who has already begun a Diploma of Financial Services (Financial Planning) so much the better!

Are you from a financial planning background?

You’ve worked in the financial planning or related industry and are ready to hone your skills to reach the heights of your profession.

Very much a team player, you have ambition, initiative, integrity, strong interpersonal and relationship building skills and the confidence to quickly earn client credibility and trust.

Our investment in you

Our philosophy is simple:

You invest in us, and we'll invest in you.

Induction

Success is easier (and more fun) when we work collectively. So it makes sense for us to give you everything you need to succeed from the moment you start.

Our comprehensive induction is meticulously planned and professionally delivered, so you’re never lost for knowledge, tools, direction or support. Your swift advancement starts from Day One.

Your growth & development

We don't believe in short-term careers: we help build long-term futures. That's why we offer one of our industry’s most comprehensive and structured support and development frameworks.

We’ll provide training and development to support your education as a Financial Planner. Your team leader will provide intensive personalised coaching to hone your technical and interpersonal skills.

Using one-on-one mentoring and a variety of innovative, business-focused training, we’ll implement a development program to help you meet your personal and career goals. If you seek freedom to choose plus accelerated learning and development, you’ve come to the right place!

Key to this is The Academy – our new-approach business school. It maximises our people’s skills, capabilities, talent and potential and helps them connect and share knowledge across our organisation.

Your long-term development and growth won’t stop with initial financial planning training. You’ll enjoy ongoing support throughout your career, equipping you with new skills for changing market trends and business needs.

In short, we'll give you every opportunity to learn, grow and achieve in the short and long term.

Benefits & rewards

Financial

Our financial rewards and benefits are everything you’d expect from one of the world's leading financial organisations and more!

  • A highly competitive salary.
  • Performance incentives.
  • Recognition schemes that reward individual and team achievements.
  • A wide range of discounted products and services.

Lifestyle

Your life beyond work is as important to us as your professional growth and prosperity. That’s why we promote a balance of work and personal commitments.

From flexible working arrangements and freedom to choose your career path to support with all health and well-being matters, we’ll look after your total welfare.

Community

Given our strong commitment to our communities, we’ll encourage you to take part (and develop personally) with workplace giving. We’ll make this easier with paid volunteer leave.

Diversity

Our customers are diverse, and so are we. We've worked hard to build our inclusive culture. Diversity is part of how we do business every day. Working together, we achieve greater things. Our business is stronger and more successful as a result.