Financial Adviser – Moneywise Global
Brisbane based – Flight Centre Travel Group Head office and flexible remote working, full time.
Moneywise Global is a proud member of the Flight Centre Travel Group of companies (FCTG). Established over 26 years ago as a unique staff offering, our services now reach Australian staff, present and past, SME clients and industry partners. Every year we help thousands of clients achieve their personal financial goals by providing financial literacy, expert financial planning, tax services, and home loan broking services.
Moneywise Financial Advice
Money Mentor Financial Literacy
mojo’ money journey by Moneywise
Moneywise Home Loans
Moneywise Tax
Position Purpose:
Provide comprehensive personalised financial advice to Moneywise Global (MWG) clients in compliance with business and AFSL Licensee requirements.
Build and manage a sustainable client base through client advocacy and demonstrating the value of the advice offering.
Key Responsibilities:
Provision of engaging and valuable Financial Advice to service and build a sustainable and profitable client base.
Manage client book implementation and service delivery, with support of our outsource provider for seamless file completion and compliance.
Work effectively within the broader MWG team to deliver our Purpose of Opening up the World of Financial Possibilities.
Qualifications and Experience:
Licensee accreditation for Authorised Representative status.
Accredited to distribute Wealth Management approved products in Superannuation, Managed Investments, Risk Insurance and gearing products.
Appropriate FASEA accreditations including FASEA exam completion.
CPD compliant – current with 40 hours per annum requirements.
3 – 5 years Financial Planning industry experience, including as a Financial Adviser and sound understanding of the financial services industry.
Experience with implementation and Client Services Officer role functions for performance in the role and supervision purposes.
Skills & Knowledge Required:
High level of competency of Xplan and modelling tools.
Industry Platform and site proficiency for providers IOOF, Colonial First State, and major Insurance providers.
Professional competency in Microsoft suite of tools including Outlook, Word, Excel, Powerpoint and Sharepoint.
Proven verbal and written communication, client management, relationship building, teamwork and negotiation skills.
Ancillary benefits:
A number of corporate benefits available to staff members of FCTG, including travel, education, financial services, health and wellbeing and retail benefits.
We’re proud to have been recognised as an Employer of Choice in the Australian Business Awards 2018.
If this sounds like the right role for you, apply today and join one of Australia’s best known brands!
