At a Glance
- Tasks: Meet clients, develop personalised financial strategies, and build long-term relationships.
- Company: Join RGM Financial Planners, a leading practice in Gippsland with a friendly culture.
- Benefits: Competitive salary, monthly RDOs, professional development, and strong referral opportunities.
- Other info: Work alongside experienced advisers and accountants in a well-established practice.
- Why this job: Make a real impact on clients' financial futures while enjoying a supportive team environment.
- Qualifications: Must be an authorised Financial Adviser with 3+ years of experience in holistic advice.
The predicted salary is between 66150 - 80850 $ per year.
RGM Financial Planners Pty Ltd – Traralgon VIC
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.
We provide advice across retirement planning, superannuation, investments, personal insurance, estate planning, Centrelink, aged care and SMSFs.
Due to continued growth, we’re looking for an experienced Financial Planner to join our Traralgon office.
- What’s on offer
- A competitive salary that reflects your experience
- Monthly RDOs to help with work-life balance
- An established client base with strong referral opportunities from within the group
- Paraplanning, client service and administrative support so you can focus on advice
- Ongoing professional development, mentoring and career pathway
- A friendly, social team culture
- The chance to work with experienced advisers and accountants in a well-established practice
- What you’ll be doing
- Meeting with clients to understand their circumstances, goals and what matters to them
- Developing and implementing personalised strategies across investments, super, retirement, insurance, estate planning and wealth creation
- Preparing and presenting Statements of Advice, Records of Advice and other advice documents
- Running regular client reviews and identifying opportunities to improve their position
- Building long-term, trusted relationships with your clients
- Working closely with our internal paraplanners and client service staff
- Keeping your files, documentation and compliance to a high standard
- Staying across legislative, regulatory and industry changes
- Contributing to the culture and growth of the team
About you
- Currently authorised as a Financial Adviser and listed on the ASIC Financial Advisers Register, or able to become authorised
- Meet the education standards under the professional standards framework and have passed the Financial Adviser Exam
- Up to date with your CPD requirements
- At least 3 years’ experience providing holistic advice in an Australian financial planning practice
- Experience using advice software, Microsoft Office and CRM platforms
- Strong communication and relationship skills, and comfortable managing your own client base
- Organised, detail-focused and committed to doing things properly
- You enjoy working with people and want to build lasting relationships with your clients
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Financial Planner in Traralgon employer: RGM Financial Planners Pty Ltd
RGM Financial Planners is an exceptional employer located in Traralgon, offering a supportive and collaborative work environment that prioritises employee growth and work-life balance. With competitive salaries, monthly RDOs, and a friendly team culture, employees benefit from ongoing professional development and the opportunity to work alongside experienced advisers and accountants. This role not only allows for meaningful client interactions but also provides a strong foundation for career advancement within a well-established practice.
Contact Details:
RGM Financial Planners Pty Ltd Recruitment Team
