Financial Adviser - Melbourne

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As a trusted adviser you'll get the personal satisfaction of seeing your clients grow and become financially successful knowing that you helped!

Summary about this job

Financial Planning

Company: Flight Centre Travel Group

Location: Melbourne

Work type: Full Time

Salary: Generous Remuneration package + Travel Perks!

Phone: +61-3-3445-3317

Fax: +61-3-7213-2202

E-mail: n\a

Site:

Detail information about job Financial Adviser - Melbourne. Terms and conditions vacancy

  • Join a growing, global company! Be a part of our amazing business success story
  • Dynamic workplace culture that is social and brings together like-minded people
  • Global career opportunities in a network of brands and businesses

The Opportunity

Moneywise Global has been part of the Flight Centre success story for over 22 years. Established as a unique service to genuinely benefit Flight Centre staff, we’ve always been passionate about helping every one of our colleagues ‘live their best life’. Every year we advise thousands of ‘Flighties’ in helping them achieve their personal financial goals and we’re immensely proud of the incredible success stories we’ve been a part of. We have started the journey expanding our expertise into the external market looking after key business partners and individuals.

Moneywise has four defined areas of expertise:

Moneywise Fundamentals - is our Money Coach business. This business is focused on providing financial education to FCTG employees - growing financial awareness, then building capability through education, resulting in increased financial wellness and lower financial stress. This education focus is designed to empower our clients to take action to improve their financial lives.

Financial Advice - consists of a team of expert Financial Advisers who offer personalised advice to suit the client’s individual circumstance and enable them to reach their life goals. This can include, but is not limited to, advice around debt management, investing, Superannuation, personal insurance and retirement planning. In addition the Super and Insurance Advice Team have a tailored approach in regards to providing education on the foundations of super and insurance with the aim to provide advice to our FCTG clients to assist them with taking action in getting their super sorted and ensuring sufficient protection cover in place. As a team we are responsible for servicing the IOOF Employer Super Plan.

Home Loans - is a team of dedicated home loan specialists committed to helping people on their personal home loan journey. They offer priority access to over 25 leading lenders and are committed to matching the best home loan product and lending structure to best meet the client’s needs.

Moneywise Tax - is a boutique tax practice focused on helping travel industry professionals with their tax planning and annual tax returns. Tax offers the full suite of Tax and Accounting Services. Apart from preparing individual tax returns they also specialise in returns for sole traders, entities, multiple year tax returns and amendments to prior year tax returns. The team also offers broader advice on investment strategies and tax planning.

The business has offices throughout Australia, and we currently have outstanding opportunities for Financial Advisers in our Melbourne Office.

This is an exceptional opportunity to work within a business with a genuinely principled purpose that believes in supporting its people through reward and recognition for achievement.


Your Challenge

If you’re a results-driven planning professional with a desire to make a real difference in people’s lives, then this job would be perfect for you.

In your new position you’ll be providing Moneywise Global (MWG) clients with financial planning advice and recommendations according to their current situation, future goals and objectives. You will put people before profit with subsided fees. We are not owned by any financial institution or aligned to any particular product provider.

To be successful in this position you require the following:

  • Tertiary qualifications in a related discipline (ADFP is essential if the degree is not Financial Planning).
  • Solid knowledge of managed investment products, taxation/superannuation implication, wealth creation and gearing and personal risk/insurance advice.
  • High level of competency of Xplan and the modelling tools.
  • Being self-motivated and work on your own while also being an integral part of the Moneywise team.

The Rewards

As a trusted adviser you’ll get the personal satisfaction of seeing your clients grow and become financially successful - knowing that you have played a major role.

  • Free health and wellness consultations
  • Free financial planning guidance
  • Discount travel benefits
  • Ongoing training and development
  • The opportunity to enjoy complimentary social events from monthly award nights to gala balls
  • Global career advancement opportunities

Take the next step in your career with a company that’s focused on helping thousands of people to ‘live their best life’.

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