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Financial Planner

Ballarat and Geelong (shared)

With continued growth in our Financial Planning division our Ballarat office is seeking a qualified, motivated Financial Planner to join our team. Our business offers an excellent opportunity for an ambitious self-starter to continue to develop their career and help grow the business in the Ballarat and Geelong regions.

To apply for this role, please send a covering letter and your resume to Andrew Roberts.

Responsibilities

• Help grow and develop the Financial Planning division.

• Provision of comprehensive Financial Planning advice to clients encompassing strategies such as Investments, Superannuation, (inc SMSF), Transitions to Retirement strategies, Centrelink Planning, Cash Flows, SMSF's, Aged Care and Risk.

• Build and strengthen staff relationships to obtain internal client referrals from other divisions.

• Source external referrals from personal networks.

• Meet monthly budgets and key performance indicators.


The right candidate will be:

• Client focused and have a willingness to help and support our existing and new clients in achieving their goals and objectives.

• Committed to ethical and compliant dealings with clients.

• Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.

• Enjoy working autonomously as well as within our talented team.


Required Skills

• A minimum of 5 years experience as a Financial Planner.

• Must meet the FASEA education requirements.

• Highest level of ethics and positive compliance checks.

• Excellent written and verbal communication skills.

• High attention to detail.

• Strong influencing and negotiation skills.

• Ability to drive and develop internal and external relationships.


Benefits

• 5th week of annual leave for all team members

• We offer a competitive salary and possible future equity for the right person.

• Strong team culture with long term employees across all divisions.

• Strong quality referrals from internal divisions with warm leads.


Are you ready for an exciting new challenge?


To apply, please submit your application with a cover letter and résumé to andrew.roberts@mulcahy.com.au or for a confidential discussion, please contact Andrew Roberts on 0353307200.


*Previous applicants need not apply.

Why Mulcahy & Co?


Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services from personalized taxation and business advise to legal, financial planning, loans & finance, agri-business and marketing services.


We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.


Our team is over 230 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.

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