Description
Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services including accounting, agri-business, bookkeeping, financial planning, legal, lending 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 FS360 program assists our clients on their journey to financial security and lives at the centre of everything we do. Our team is over 230 strong, so the opportunity to learn from the many team members in our multiple divisions is beneficial to your career.
Our Mildura Financial Planning division are currently seeking an experienced person with a high customer focus.
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
Future opportunity to purchase equity for the right candidate that abides by our business values.
Required Skills
A minimum of 5 years experience as a Financial Planner.
Must meet the FASEA education requirements.
Must have completed SMSF accreditation
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.
Employment benefits include but not limited to:
5th week of annual leave for all team members
Strong quality referrals from internal divisions with warm leads.
Flexible working arrangements,
Mentoring, training and support through our vast senior team,
Competitive remuneration based on experience,
Supportive team environment where we all love to help each other to get great results for our clients,
Support for further study,
Free counselling and support service.
Free team rewards program.
Delivery of dynamic & forward-thinking client service,
Opportunities exist to move around within our nationwide office network.
Call for a confidential discussion: Andrew Roberts on 03 5330 7200
To apply please email your resume to: Andrew.Roberts@mulcahy.com.au
