FINANCIAL PLANNER - Wollongong

Are you ready to make a difference in the financial lives of our members? We’re on the lookout for a dynamic Financial Planner who can bring a touch of fun to the serious business of financial planning.

What you'll do:

  • Be the Financial Guru: Provide top-notch financial planning services to our members and clients.
  • Master the Interview: Chat with members, gather data, analyse strategies, and make stellar investment recommendations.
  • Plan Like a Pro: Prepare written financial plans, hit those personal advice objectives, and provide quality referrals to our comprehensive advice team.
  • Retirement Health Checks: Conduct Retirement Health Check meetings and qualify leads for both limited and comprehensive advice. 

What’s going to make us stop in our tracks for this role? You need to have: 

  • Relevant certification and academia.
  • Advanced technical knowledge in financial planning, especially when it comes to superannuation and retirement planning (because who doesn’t want to retire in style?).
  • The superpower to translate complex data and concepts into easy-to-understand client language (think financial wizardry with a human touch).
  • High attention to detail (because the devil is in the detail, and we don’t want any surprises).
  • Excellent communication skills – both written and verbal (you can charm clients with your words and dazzle them with your presentations).
  • A self-starter attitude with the ability to work autonomously as well as within a team environment (because teamwork makes the dream work, but independence is golden too).

Why You’ll Love It Here: 

  • Impact Lives: Help our members achieve their financial dreams.
  • Dynamic Environment: No two days are the same – you’ll always be on your toes!
  • Supportive Team: Join a team that values collaboration, innovation, and a good sense of humour.


Ready to bring your financial planning expertise to a place where you can truly make an Active difference? 

Interested?

Apply now and let’s create financial success stories together!

Send your resume to careers@activesuper.com.au by Friday, 30 August 2024.