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Financial Planner

  • Are you ready to be part of something bigger?
  • Do you live and breathe your clients’ business with them?
  • Do you believe the industry could be doing it better?

Welcome to Rethink Financial Group. A diverse professional services firm located in Newcastle West with a genuine concern for the welfare of our clients, professionally and personally, assisting them to achieve their goals and never losing sight of the client journey. Growing organically and through acquisition, we know that the heart of our operation relies on people with the right skills and genuine motivation to assist their clients reach personal and business goals whilst aligning with the true values of the organisation.

As an integral part of the innovative total client solution service model, the Financial Planning specialty of Rethink Financial Group is in a rebuilding phase and seeks a professional with a strong alignment to the culture and vision of our business that is complimented with a solid understanding of investment and financial planning with great client relationship management.

This role is an opportunity for you to show us how you can be creative in your solutions for the Rethink clients and share your creativity across the Rethink family, utilising your experience and knowledge to truly empower others and support them to live their best life. This is a unique prospect for a professional new to the financial services industry or perhaps just recently moved into a Planner role and looking to join an organisation that has our clients’ interests always at the forefront of our daily actions.

You will require tertiary qualifications in a relevant discipline or CFP or Masters in Financial Planning, be RG146 compliant and have 1-2 years as a Planner under your belt. You will be expected to have strong presentation skills and be an articulate communicator, able to convey complex financial information in simple and easy to understand language. Experience with XPlan or similar will be an advantage.

If this is you and if you truly want a role where you can make a difference to those around you, I encourage you to apply and take this opportunity with both hands. For more information or a confidential conversation to discuss the role, please call Amanda  on 4952 4440 or apply directly via Seek.

We can’t wait to meet you.

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