With several personal and career benefits on hand, the Financial Planning and Advisory sector can offer endless opportunities for dedicated professionals in the Finance Industry. These could include anything from expanding your skill sets and reaching higher goals; to forming a flexible work space and creating new career prospects. Find the next step in your career with the right small dealer group – join a network of Financial Planners and Advisors with Vivid Financial Planning.
Why choose Vivid Financial Planning?
We are small enough to maintain a close network of professionals, and large enough to provide you with the support and flexibility you need to develop your business.
Vivid caters to a broad client base, offering financial advice to individuals, couples, retirees, families and businesses. Using technology and sound financial practices, we are able to help our clients to build and protect their wealth. As a Vivid Financial Planner or Advisor, we will equip you with the tools and support systems to deliver these services to your own clients.
Our Advisors are covered under our Australian Financial Services License, meaning that you are an authorised representative and can legally operate your own office. However, this does not mean that you are alone. At Vivid, we believe that all of our Planners and Advisors are vital members of the firm, and aim to provide you with the support and guidance that you need.
All designed to grow and maintain your business, you will be provided with:
- – Access to an established and reputable brand
- – I.T support
- – Access to leading software systems
- – Marketing support and corporate branding
- – Business coaching, including one-on-one mentoring sessions
- – Ongoing professional development
- – Flexible office location options
- – Membership to a network of likeminded professionals
Our Office Environment
Being a Small Dealer Group, we are able to provide our Advisors with the personal and hands-on support that they need to grow as a business professional. Our main offices are located in suburban South-East Melbourne, placing us nearby to thousands of individuals, families and retirees looking for a local Financial Advisor. However, you can have the option to work from any location in Australia, and we can apply our business knowledge to your local area.
At Vivid, we like to maintain a close, functional and friendly office space, allowing all of our staff to focus on their tasks, as well as build healthy work relationships. We are interested in expanding our network to include more Financial Planners and Advisors to be a part our team. Whether you are an experienced professional or you are newly qualified and just starting your career in Financial Planning, we can offer you the support, training and environment that you need to learn, develop and grow.
How you could make a difference
It is our mission to provide Australian to individuals, couples, retirees, families and businesses access to modern, well-thought and ethical financial advice. Our expertise ranges over multiple specialist areas, meaning that you too could provide meaningful advice in a number of financial regions. Depending on your current qualification level, you may need to undertake additional study or training to be able to advise on certain topics. If this is required, you can rest assured knowing that we will offer you the maximum amount of support possible.
Some of the specialist areas that you could incorporate into your job role, include:
- – Superannuation
- – Retirement Planning
- – Self-Managed Super Funds
- – Property investments
- – Risk Insurance
- – Business Structuring
You can join us at the forefront of financial planning and advice, and help shape the wealth security and planning of your clients. Your successful financial planning business starts with the right small dealer group. Contact us today.
For further information or to make an appointment to discuss your Financial Planning franchisee opportunities, please contact us below or call 1300 627 829