Financial Planner - Part time permanent position
Why are we here?
At Rethink, we’re creating a different future for our industry. We strive to look for growth, not just in wealth, but in people. We believe the most precious asset we can invest in is ourselves. When people thrive from the inside-out, they begin to prosper – not the other way around.
Our purpose as a company is to create a more authentic and engaged society for ourselves and others. We’re here to plant the seed of abundance, and permit everyone we work with, the confidence and capacity to come alive and grow into the best version of themselves they can.
We have relationships, we don’t just tick boxes. We are a part of a greater collective of people in the world who believe in doing business differently
Purpose of this Role
An integral part of delivering the high standard of personalised services to our boutique client base. At Rethink Financial Planning, the role of Financial Planner is a highly regarded role within our team and by our clients. You are a dedicated professional who is capable of providing solid advice and support to our clients around investment and financial planning opportunities, SMSF, Aged Care & associated legislative frameworks but above all be client focused by creating an environment of enrichment and togetherness as the relationship manager and the financial coach for our clients.
Our Financial Planners have a philosophy of ‘we are here to lead, inspire and empower our clients’ by way of utilising their experience, knowledge and genuine care for our clients in supporting them to live their best life.
What will your Typical Responsibilities look like in this Role?
Whilst we expect all our team members to roll up their sleeves and help out when needed, below are some specific aspects of your role for which you will be responsible:
A guide of what this may include
Responsibility Area: Client Management & Servicing
Meet at regular intervals with our clients to review their situation, objectives and change of life choices that may impact on the previous plan in place
Manage referrals from our web, internal teams of collaborative referral streams as well as external business partners
Create new clients, simply and in line with business values, ethics and financial fee structure
Proactively contact clients when required to advise of any changes that impact on their situation
Maintain up to date client files within our CRM, XPlan
Document, as per our P&P, all client contacts including telephone, email and face to face
Prepare documentation, within the scope of the Financial Planners role, for our Paraplanner to ensure they can complete SoA’s and RoA’s in the most efficient timeframes, having all the information necessary to do so
Be available on occasions for early morning or late afternoon client meetings to support a handful of our clients that have inflexible work arrangements
Responsibility Area: Education & Training
Continue ongoing education & training to ensure your levels or skills and qualifications are always tracking ahead of the ongoing industry standards guidelines
Participate in our Annual Dealer Group conferences
Participate in industry events
Participate in adviser collaboration sessions when required to strategise
Participate in collaboration meetings with other professions; such as Aged Care experts, Solicitors, Accountants, to create clients strategic plan
Participate in internal mentoring & coaching sessions with other financial advisers and aged care professionals to gain higher levels of knowledge, skills and client engagement techniques to empower you within your role
Mentoring
Mentor and share knowledge with the Client Service Managers and other team members to support their ongoing learning, development and growth
Proactively contribute your knowledge and experience to improve our systems, policies and procedures for our business
Responsibility Area: Team Participation
Attend weekly FP meetings
Attend education & training sessions
Attending scheduled coaching
Attend network & industry events
Participate in investment committee meeting where required
Contribute to the marketing blogs & posts that are distributed via email, newsletters, website & social media platforms
What drives you in this role
Here’s a taste of the motivators that will drive you to be successful in this role:
Being part of a family. We have no egos, we support each other and our clients to grow. We don’t believe in working in isolation – we work collaboratively to make everything we do greater, as we believe that collaboration is key to our team, our fellow professionals & our client’s successes.
You love being accountable to self – working with a genuinely positive attitude and without regular supervision • At the same time, you know when to ask for help. This is all about being part of the family; acknowledging when you don’t know and being willing to ask for support to learn and grow.
You will take every chance to look for solutions, not problems. You want to continue to build, shift, explore and expand our movement – we are not a finished piece, we will always be looking to shift and grow, for and with our clients. That’s why you’re hungry to see things differently, taking the opportunity to grow people through our belief in how to do business differently.
You also want to continue to build and develop yourself. You love learning new things, new ways of doing things, and sharing this across the team, our clients and even in your own personal life.
You believe in us; how we do what we do; not just our products and services but our core desire and the reason our business exists.
You have a burning desire to contribute and be part of the movement; you want to take the blinkers off and think differently, create something meaningful.
You love working towards goals; goals don’t restrain you, they drive you.
You love being organised and planning ahead. When you’re working with the team, or with clients, you’re pre-empting what you need to enable them to achieve their outcomes. You’re one step ahead; you’re the person with awesome attention to detail.
Some of our minimum expectations for skills, experience and qualifications
The right person for this role will bring the following to the Rethink family:
RG 146 compliant with a minimum of 3 years’ experience in a similar role with a genuine interest in the financial services industry
Advanced Diploma of Financial Planning essential
Diploma of Financial Planning desirable
Exceptional communication skills across various platforms; with our team, our providers & insurers, as well as our collective of specialists we collaborate with is a must; via all mediums – email, telephone and in person
A proactive attitude to working with our client’s is essential
A communication style which is tailored, engaging and warm, enabling the Rethink family to live and breathe our way of doing business
Proficiency with XPlan or similar CRM is essential
Experience in SMSF setup is desirable
Experience in working with Aged Care clients is desirable
An ability to effectively relay client data, objectives and outcomes to our external paraplanning resource to ensure they can efficiently create our SoA’s and RoA’s
Experience in mentoring and/or upskilling less-experienced team members
Excellent written and verbal communication skills which demonstrates the ability to turn technical, complex matters into practical, simple language
An openness to learn soft and hard skills to increase your ability to work with clients and our team
The Compliance Piece
All our team are required to ensure that they take care to protect their own health and safety as well as the health and safety of others (including fellow team members, clients and visitors). These responsibilities include, but are not limited to:
Complying with all policies and procedures aimed at protecting your health and safety;
Reporting hazards as soon as practicable, and assisting with health and safety improvements; and
Wearing appropriate Personal Protective Equipment, as required
How to apply
For a confidential conversation regarding this opportunity, including a desire to understand the role in more detail or the flexibility of the position, call Cassandra on 4962 4440, or send your resume to cassandra@rethinkfinancial.com.au
Applications close 21st November