Trainee/Junior Financial Adviser

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Iprosper Financial Adviser Program provides you with the training and development to start and build your long-term career in the finance industry!

Summary about this job

Financial Planning

Company: iprosper Financial Planning Pty Ltd

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-8-2529-3569

Fax: +61-2-9822-4115

E-mail: n\a

Site:

Detail information about job Trainee/Junior Financial Adviser. Terms and conditions vacancy

  • St Kilda Road location
  • Full in-house training provided
  • Long-term career opportunities

About the Opportunity

We are well established financial services company on St Kilda Road seeking candidates to enter our Financial Advisory team. You must be professional, committed and be able to identify and implement solutions to create wealth for our clients.

This is the perfect opportunity for you to get your foot into the highly competitive financial planning industry.  An individual who is attracted to being the best they can be would be perfect in this progressive company.

We have a real approach to financial planning - for real people.  Our goals are to educate our clients on financial management and create wealth through individually tailored financial packages consisting of a range of authorised products and services including superannuation, insurance, debt reduction, lending and investment.

In return for your hard work and dedication, you will enjoy an attractive salary including a base salary and production based bonuses. You will enjoy fantastic job satisfaction, where your efforts can be directly measured against the company's success. Multiple job opportunities are on offer; face to face or over the phone role available.

The successful applicant will have:

  • Great customer service and communication skills
  • Ability to build and maintain strong relationships
  • Strong attention to detail and time management skills
  • Ability to work both autonomously and as part of a team
  • Strong focus on targets and achieving results
  • Willingness to learn and be trained to take the next step
  • Experience on the phone (not essential)
  • Experience in the finance industry (not essential)

Key Responsibilities:

  • You will be required to undertake our internal training program where we train you on the practical application of the theory of financial planning.  Our internal training program covers communication, lead generation, how to qualify your appointments, how to run an appointment, product knowledge and compliance.  It's end to end specifically tailored training to our business model. 
  • Once you have completed this program you will become a member of our advisery team where under the guidance and mentoring of our senior advisers, you will be trained on how to deliver quality service and advice to our clients through tailored financial packages.

To be considered for this position previous experience in the financial services industry is required, including confirmation that you hold Diploma of Financial Planning (DFP) equivalent.  Please also include copies of any tertiary transcripts that you hold with your application.

Salary package includes attractive base salary and bonuses.  A comprehensive career path will be discussed at your interview including ongoing training; education subsidies and how your career path at Iprosper will go from trainee/junior adviser to senior adviser with CFP qualifications.

If you are looking to set yourself in a long-term career within the finance industry, please submit your CV with a cover letter! Only successful applicants will be contacted.

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