Job Title

Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services including accounting, agri-business, bookkeeping, financial planning, legal, lending and marketing services.We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.Our FS360 program assists our clients on their journey to financial security and lives at the centre of everything we do. Our team is over 230 strong, so the opportunity to learn from the many team members in our multiple divisions is beneficial to your career.Our Mildura Financial Planning division are currently seeking an experienced person with a high customer focus.ResponsibilitiesHelp grow and develop the Financial Planning division.Provision of comprehensive Financial Planning advice to clients encompassing strategies such as Investments, Superannuation, (inc SMSF), Transitions to Retirement strategies, Centrelink Planning, Cash Flows, SMSF''s, Aged Care and Risk.Build and strengthen staff relationships to obtain internal client referrals from other divisions.Source external referrals from personal networks.Meet monthly budgets and key performance indicators.The right candidate will beClient focused and have a willingness to help and support our existing and new clients in achieving their goals and objectives.Committed to ethical and compliant dealings with clients.Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.Enjoy working autonomously as well as within our talented teamFuture opportunity to purchase equity for the right candidate that abides by our business values.Required SkillsA minimum of 5 years experience as a Financial Planner.Must meet the FASEA education requirements.Must have completed SMSF accreditationHighest level of ethics and positive compliance checks.Excellent written and verbal communication skills.High attention to detail.Strong influencing and negotiation skills.Ability to drive and develop internal and external relationships.Employment benefits5th week of annual leave for all team membersStrong quality referrals from internal divisions with warm leads.Flexible working arrangementsMentoring, training and support through our vast senior teamCompetitive remuneration based on experienceSupportive team environment where we all love to help each other to get great results for our clientsSupport for further studyFree counselling and support serviceFree team rewards programDelivery of dynamic & forward-thinking client serviceOpportunities exist to move around within our nationwide office networkCall for a confidential discussion: Andrew Roberts on 03 5330 7200To apply please email your resume to: [email protected] #J-18808-Ljbffr