Associate Financial Adviser

Summary about this job

Detail information about job Associate Financial Adviser. Terms and conditions vacancy

• Dynamic market leader
• Preferred financial planning partner to a range of Super Funds
• Great facilities including free pool and gym

About us
Link Group is a global third party financial record keeper active in the securities registration, superannuation administration and property sectors, along with providing a suite of value added services to its Super Fund clients such as Financial Planning services via its wholly owned subsidiary Link Advice.
Link Advice is the preferred financial planning partner of a range of industry, retail and corporate super funds. We are a fee for service advice business with an attractive remuneration structure based upon advice provided to members of our super fund partners rather than product sales. We are currently seeking a phone based Associate Financial Adviser to join our team in our Sydney Office.

This role offers scope to progress into a face to face Financial Planning role depending upon study and performance.


The responsibilities of the role include:

• To conduct scheduled phone based advice appointment in order to:
• Confirm the client?s circumstances, goals and objectives
• Provide superannuation and retirement advice 
• Maintain ongoing relationships with existing referral sources

To be successful in this role you will have:

• Passion for customer focus and best practice in all activities 
• Flexible whilst able to manage multiple competing business priorities
• Must be clear thinking & well organised
• Attention to detail and analytical skills
• Experience in a similar phone based role and a willingness to undertake CFP studies will be looked upon favourably 

Essential Qualifications

• Completion or near completion of Diploma of Financial Services (Financial Planning/RG146 compliant for personal advice)
• Relevant degree is desirable but not essential 

Link Advice is a Professional Partner of the FPA.

You must have the right to live and work in Australia to apply for this job