Job Title

Delivering exceptional financial solutions to more peopleBe part of a leading wealth management and advice-driven organisationPermanent opportunity based in our Bridges Bendigo officeThe opportunity to join our teamAs a Financial Planner at Bridges Financial, youll be accountable for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to Bridges. Youll proactively source, engage, and manage client referrals and key referral relationships, leveraging the evolving Insignia Financial digital platforms and advice processes to drive productivity, compliance, and client engagement.Client experience and care are at the forefront of this role. As a seasoned professional, youll contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes. Youll work collaboratively with supporting team members, seek opportunities to coach and mentor colleagues, and continuously build the capability of the broader team to ensure high levels of cross-skilling and deep technical knowledge.What You Will BringTo hit the ground running, you are RG146 compliant and have passed the Adviser exam (mandatory for authorization). Additionally, you have completed an approved course in Australian Tax Law and a course in Commercial Tax. An approved degree will help your application stand out.You are an expert in financial advice, passionate about driving growth and building relationships while delivering an excellent client experience. You enjoy working collaboratively, inspiring, and developing others by sharing your knowledge and expertise. With integrity, adaptability, and innovation, youre ready to take your career to the next level with the Bridges team.Make your move. Make your mark.Were excited about helping people do more with their moneywhether theyre starting out or retiring. Our team will support you as we create financial wellbeing for every Australian. We believe confident individuals live better lives.If this sounds like your career, youre our kind of person. Youll make a positive impact in peoples lives every day, being the first point of contact for our clients when they need support.Along the way, youll learn new skills, grow, and accomplish great things. We call it putting our fingerprints on the future.Showing Up For Every AustralianWere one of Australias leading financial wellbeing organizations, helping people feel good about their money. We prioritize our peoples wellbeing, offering flexibility, opportunities, and celebrating what makes you uniquewhat matters to you matters to us.To ApplyLearn more about why you should join our team at Insignia Financial Careers.Applicants must provide evidence of their eligibility to work in Australia and undergo police and credit checks as a condition of employment.Applications from agencies will not be considered at this time.We celebrate individual differences and are committed to providing support or adjustments during the application process if needed. #J-18808-Ljbffr