Job Description
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RGM Financial Planners Pty Ltd – Traralgon VIC
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RGM Financial Planners is one of Gippsland's leading financial planning practices. We've been looking after clients across the region for decades and we're still growing. We're self-licensed, which gives our advisers real flexibility in the strategies they can put forward, and we sit within a broader accounting and financial services group, so there's plenty of opportunity to work alongside accountants and other specialists on client outcomes.
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We provide advice across retirement planning, superannuation, investments, personal insurance, estate planning, Centrelink, aged care and SMSFs.
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Due to continued growth, we're looking for an experienced Financial Planner to join our Traralgon office.
What's on offer n
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A competitive salary that reflects your experience
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Monthly RDOs to help with work-life balance
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An established client base with strong referral opportunities from within the group
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Paraplanning, client service and administrative support so you can focus on advice
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Ongoing professional development, mentoring and career pathway
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A friendly, social team culture
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The chance to work with experienced advisers and accountants in a well-established practice
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What you'll be doing n
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Meeting with clients to understand their circumstances, goals and what matters to them
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Developing and implementing personalised strategies across investments, super, retirement, insurance, estate planning and wealth creation
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Preparing and presenting Statements of Advice, Records of Advice and other advice documents
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Running regular client reviews and identifying opportunities to improve their position
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Building long-term, trusted relationships with your clients
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Working closely with our internal paraplanners and client service staff
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Keeping your files, documentation and compliance to a high standard
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Staying across legislative, regulatory and industry changes
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Contributing to the culture and growth of the team
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About you n
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Currently authorised as a Financial Adviser and listed on the ASIC Financial Advisers Register, or able to become authorised
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Meet the education standards under the professional standards framework and have passed the Financial Adviser Exam
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Up to date with your CPD requirements
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At least 3 years' experience providing holistic advice in an Australian financial planning practice
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Experience using advice software, Microsoft Office and CRM platforms
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Solid communication and relationship skills, and comfortable managing your own client base
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Organised, detail-focused and committed to doing things properly
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You enjoy working with people and want to build lasting relationships with your clients
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📌 Financial Planner (Traralgon)
🏢 RGM Financial Planners
📍 Traralgon