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Financial Adviser Perth

Financial Adviser – Perth - Moneywise Global / Flight Centre Travel Group
The Opportunity
Moneywise Global is a proud member of the Flight Centre Group of Companies and was established over 20 years ago to offer a unique service to benefit all Flight Centre staff. Every year we help thousands of employees achieve their personal financial goals by providing expert financial planning advice, tax services and home loan broking services.
The business has offices throughout Australia, and we currently have an outstanding opportunity for a Financial Adviser in our Perth office.
This is an exceptional opportunity to work within a business with a genuinely principled purpose that believes in supporting its people through reward and recognition for achievement.
Your Challenge
If you’re a results-driven planning professional with a desire to make a real difference in people’s lives, then this job would be perfect for you.
In your new position you’ll be providing Moneywise Global (MWG) clients with financial planning advice and recommendations according to their current situation, future goals and objectives.
In your broader role you’ll be integral to delivering MWG’s ongoing education program to our clients - in the form of seminars, one-on-ones, and group presentations. Plus you’ll also be in a position to use your understanding of your clients’ needs to introduce them to the taxation and home loan services areas of the MWG business.

The Person we’re looking for
To qualify for the position you’ll need relevant tertiary qualifications anAdvanced Diploma in Financial Planning and have 3-5 years industry experience.
You’ll also need a high level understanding of all levels of the financial planning process including:
  • Superannuation / Retirement Planning (TTR)
  • Life Insurance including Death, TPD, Trauma and IP
  • Tax and Estate Planning Strategies
  • Wealth Creation/Gearing
  • Financial planning software packages, such as Xplan.
The Rewards
As a trusted adviser you’ll get the personal satisfaction ofseeing your clients grow and become financially successful - knowing that you have played a major role.
This unique position also offers an attractive remuneration package - circa $100k (depending on experience) - plus a range of outstanding benefits.

Take the next step in your career with a company that’s focused on helping thousands of people to ‘live their best life’. Apply Now!
Date Posted
Hospitality, Travel & Tourism
Perth, WA
Job Type
Full Time, Permanent
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