Job Title

Are you the sort of person who gets up each day hoping for an opportunity to make another persons life better? Are you mission driven? Its our mission to help individuals and families improve their financial lives.The successful candidate is a former Financial Planner and will have excellent communication and people skills, combined with solid financial knowledge, experience and background. The right person for this role has a positive disposition, an ownership mindset, displays initiative, can work autonomously and is eager to learn the job responsibilities in order to help our team support clients on their journey towards financial independence. Training will be provided.In this position, you will be responsible for conducting one to one financial education sessions by phone or video meeting. Sessions include but are not limited to providing educational and factual information around helping clients to establish a budget, set goals, educate and empower clients with knowledge around superannuation, investment strategies, debt management, protecting wealth and assets, etc.This is not a financial planning role and there is no requirement to be on the Financial Adviser Register.Essential Duties And ResponsibilitiesProvide one to one financial education sessions to assess clients needs and help the client resolve past and present financial concerns.Create personalised action plans that support clients financial goals and provide encouragement to accomplish their plans.Collect required data using our client management database.Empathise with clients about their financial situations while also providing motivation and moving clients toward positive action.Required Experience/KnowledgeExperience in financial planning (i.e., former financial planner).Interest/experience in personal coaching processes.Ability to use our client management database.Ideal QualificationsDiploma of Financial Planning/Advice (or higher) or other suitable/acceptable financial qualifications.This position would suit a person looking for flexible work arrangements and would be ideal for a retired/re-tiring financial professional who is happy to work from home under their own ABN.All appointments are conducted with clients via phone and some video meetings.Initially, you can expect to work 15 30 hours per week.RequiredFormal financial qualification & experience (15+ years).Working with Children Check*National Police Certificate (NPC)*Bankruptcy & Credit Check*The various checks are for the successful candidate only.To ApplyPlease apply through the seek portal enclosing Current Resume and Letter of Application outlining your relevant skills for this position.Due to the volume of applications received, only shortlisted candidates will be contacted.Only applicants in Australia who have existing, full working rights for Australia should apply. #J-18808-Ljbffr