• Join a dynamic, fast growing organisation that is part of the Flight Centre Limited Group of companies!
• Enjoy fantastic earning potential with exciting career opportunities
• Less paperwork, more client interaction with paraplanning and marketing support provided!

About Moneywise Global

Established in 1994 to provide Flight Centre Ltd staff with financial literacy focused Financial Planning advice as a staff benefit, Moneywise Global has since evolved into a full featured financial services provider delivering first class Financial Advice, Personal Tax Services, and Mortgage Broking to a large client base of staff working for its corporate clients. Moneywise Global utilises all major product providers as well as its own product range in some areas. Moneywise Global has offices in every Major capital city in Australia, and also operates in 4 other countries, with offices in London, New York, Vancouver, Toronto and Auckland. More recently, other large corporate have seen the great benefits that engaging Moneywise Global’s services can provide.

In an exciting time of growth, it is a great time to join the Moneywise team and become a part of this thriving business, as they continue to grow their client base. 

About the Opportunity

Are you a talented and enthusiastic financial advice professional looking for an exciting new challenge? Moneywise Global has a fantastic opportunity for FINANCIAL ADVISERS to join their dynamic teams in Brisbane and Perth!

Some of your key responsibilities will include:

• Provide financial planning advice covering all levels of advice, following our proven systems and processes designed to deliver outstanding service.
• Proactively market our services to our current client base, and refer suitable opportunities to our sister businesses, mortgage broking and personal tax services.
• Deliver holistic financial advice as well as fee for service advice and prepare recommendations tailored to our clients’ current situation, future goals, and objectives.
• Effectively communicate with our Paraplanning team to support the preparation of your advice, to maximise your efficiency and ensure compliant advice is delivered.
• Participate and drive financial literacy activities such as seminars, presentations, workshops.

To be considered you will have at least 2 years para planning experience or 1 year of experience as an adviser You will also need to have a Diploma in Financial Planning with a view to completing the Advanced Diploma. 

In addition to this experience, you will need to have excellent written and verbal communication plus strong interpersonal skills with heavy focus on client relationship building with a high attention to detail. This combined with your ability to meet deadlines, establish priorities, multi-task, and manage high volume activities will set you up for success in this role.

In exchange for your hard work and dedication, we offer a fantastic remuneration commensurate with your experience and talent. This includes base salary, incentives, benefits, and a great working environment totalling $85K-$100k for on target performance.

This role involves building and maintaining strong relationships, therefore Moneywise Global is seeking personable and approachable candidates who have outstanding communication skills. You'll enjoy meeting individuals from all walks of life, and maintaining a commitment to providing exceptional customer service.

If you are a motivated, results-driven, and energetic individual with the desire to be successful and achieve in a highly varied position, you will excel in this role!

"I was working in a HNW support/advice role, but as I was not one of the principles I felt like my career was quite limited. Although I was a little nervous when I joined Moneywise Global as a junior planner, eight years later I am now the Australian Head of Advice and I am part of a fantastic team! The excellent culture at Moneywise Global has been a key to my success here and I have been on countless overseas conferences! The Moneywise Global business continues to thrive and grow year after year, and is fully supported and backed by the strength and resources of Flight Centre Ltd." Catherine Navarro, Moneywise Australian Advice Leader

About the Benefits!

For your hard work and dedication, you will enjoy an attractive remuneration package of $85K-$100K comprising of a base salary and a monthly incentive structure. We supply you with all business tools, including mobile phone, laptop, and business cost re-imbursement. You will enjoy ongoing training and development that will lead to career progression and leadership opportunities, as well as plenty of travel opportunities.

Moneywise Global has a large database of over 20,000 connected clients, so you will enjoy access to a large, ready-made client base. You will be provided with a dedicated marketing program and will be provided with paraplanning support to manage your compliance and advice process.

With offices worldwide, in New Zealand, Canada, USA and UK, Moneywise can offer exciting reassignment opportunities for some of our proven performers. You will also have exclusive access to Flight Centre's award winning staff benefits including discounted staff only travel deal, reward based Corporate Events and the excellent Healthwise health and well being service!

If you're looking for a dynamic role with more independence - Apply Today!