A Financial Planning role that you can really sink your teeth into!

Due to increased growth and demand for our expert financial planning services and advice, a fantastic opportunity has arisen for a Financial Planner to join our dynamic, committed team. Our reputation for high-quality, trusted, and steadfast advice is key to our success. Ensuring we have the right team in place for the future is critical. As such a competitive salary package will be offered to the successful candidate.

​To continue our exciting growth trajectory in 2022 without compromising standards, or the well-being of our people, we’re hoping to make an appointment asap. So, if you’re looking to take your financial planning career to new heights, please apply now.

About us

Since first launching the Rowe Partners Financial Planning division of Rowe Partners accounting in 2018, this business has experienced rapid growth. We are helping more people every day to achieve very important financial goals and lifestyle objectives. For the best in the industry, the sky is the limit and we are committed to exceeding expectations.

Rowe Partners Financial Planning is the financial planning division of Rowe Partners Accountants & Business Advisors, a mid-tier accounting firm est. in 1989 with 5 Partners and over 50 staff located in offices at Port Augusta, Port Pirie, Modbury, Murray Bridge, and now Christie's Beach. Our priority is to offer our extensive range of expert financial advisory services to existing Rowe Partners accounting clients. We have much work to do!

​Ideally based in our offices in Christies Beach and serving clients from all over, you’ll join a fantastic team of finance industry professionals delivering tangible results. Under the leadership of Certified Financial Planner and Partner, Blake Halligan, and with the support of both a Paraplanner and Financial Planner Assistant, you will engage in meaningful work that contributes directly to the financial wellbeing and improved wealth position of our valued clients.

About you

The successful candidate will be a highly experienced financial planning professional. Your natural leadership skills, engaging and authentic personality will set you apart as will your work ethic, alignment with our organisational values, and a desire to work as part of a team. Your commitment to building long-term business relationships with co-workers and clients alike will be apparent. You will be able to work independently but you won’t be an island. You’ll be well supported, well remunerated and in future may potentially be offered the opportunity to become an equity partner in the financial planning business.

​To be successful in this challenging role, you will need to:

  • ​Be initiative-taking and motivated.

  • Have a min 6 years experience in financial planning and/or insurance.

  • Have met the FASEA exam and education requirements, or are actively working towards this.

  • Preferably hold tertiary qualifications in finance, accounting, or commerce

  • Ideally, be CFP® qualified.

  • Currently, hold an Authorised Representative status with an AFSL and be up to date with CPD points.

  • Be committed to the highest ethical and professional standards.

  • Have a thorough understanding of contemporary financial planning strategies, sound technical proficiency in financial planning and experience in the current Australian financial planning environment.

  • Experience and qualifications recognised for practice in Australia is essential (overseas financial planning qualifications or experience will not be considered)

  • Enjoy sales, be success-driven and client-centered

  • Possess excellent English proficiency (both spoken and written) and outstanding interpersonal communication skills.

  • Have well-developed organisational and time management skills including expert knowledge of financial planning software including XPlan and MS Office

  • The ability to work autonomously and excellent problem-solving skills

  • Ability to delegate and provide clear instructions to support staff

  • The capacity to listen and fully understand our clients’ goals and objectives

  • Demonstrated experience in preparing clear and concise financial advice documents based on accurate calculations, sound modelling and projections

  • Be able to provide evidence of unblemished compliance record, clear police record and current, open South Australian driver’s licence with your own, late-model motor vehicle.

  • Confidence to consult with a diverse group of clients from everyday mum and dad investors to high-net-worth individuals

  • Diligence and ability to maintain accurate client records

  • Experience in preparing insurance quotes and the ability to research and analyse financial products including superannuation, investments, and insurance policies

  • Capacity and commitment to monitoring work to ensure that Rowe Partners Financial Planning continues to meet all compliance and regulatory obligations

A salary package commensurate with skills and experience will be negotiated with the successful candidate. Email CV and cover letter to [email protected] by COB Monday 4th April 2022.

​Rowe Partners Wealth Advisors Pty Ltd | ABN 80 624 169 115 | trading as Rowe Partners Financial Planning, Corporate Authorised Representative 1262602 | GPS Wealth Ltd | AFSL 254544 | ABN 17 005 482 726

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