- Dynamic, up-to-date, relevant advice
- The flexibility to offer alternative investment modes, most being available through the Group
- A professional culture that ensures your clients receive the respect and quality of advice they depend on you for
- Strong relationships with preferred partners and other providers in order to formulate optimum financial strategies and approaches for your clients
- A proactive approach made possible by the Group’s efficient service model and overall infrastructure
- Adherence to industry best practice and compliance standards
INTERESTED IN JOINING NEXTGEN?
Our vision and mission demonstrate we are here to help you offer your clients an outstanding personalised, tailored advisory service aimed at maximising the effectiveness of their wealth creation and protection strategies – while simultaneously assisting you build a professional business that embraces best practice.
NextGen is not about simply selling off-the-shelf financial products. It’s about truly treating each client and each adviser as the individual they are, enabling you to fully understand their goals, both immediate and long term, allowing you to implement an approach which encompasses:
The NextGen business model ensures you and your clients receive cogent, strategically sound advice and strategies that help them build and maintain their wealth and you your professional business.
I recently joined the Group as both a CAR & AR.
It is always a big decision when considering a licensee change and more often than not the challenges associated with moving client and provider data is not only time consuming but disruptive and expensive.
With recent legislative changes resulting in increased fees and exposure to risk for licensees and advisory firms alike our decision to move this time was not just based on annual fees but more importantly services and real everyday licensee support. This is what represents the true return on investment (ROI)) in my opinion.
This being our third change in some 7 years I believe we have found our home! Direct access to licensee staff including the CEO astounded me (never before have I had that!) Compliance framework and workshops have proved invaluable in this changing market and has simply enabled an extremely smooth transition across. I could not be happier with our decision and would have no hesitation in recommending NextGen to any financial planning business looking for a proactive CEO driven directive approach aligned to growing your practice.
I commend the entire team at NextGen
For the unprecedented support they have offered our practice, our families and our clients. Since being fortunate enough to become a Corporate Representative of NextGen we no longer need to look for new clients, growth prospects nor assistance in solving the referral and revenue issues that have confronted our business since inception.
The contemporary and pragmatic approach they have presented to our business put simply, is amazing. In my opinion, the suite of offerings we have to present to our clients is second to none in the Financial Services sector. Today, conversations with both prospects and our clients are at an enhanced level knowing the phenomenal range of solutions we have available to offer.
NextGen has assisted us grow our revenue, gross and net profit, client retention, team morale and the number of client referrals. The management team are disciplined, focused, hands on and more importantly, approachable, and accessible. The opportunities that sit in front of our business today are the only limited by our ability/desire to implement. We asked for help and received solutions.
I would be thrilled to be contacted directly by any colleague who has any questions around the pros and cons (there are none) of joining the NextGen Financial Services Group.
I have been practising financial planning and risk advice for 30 years.
I am set in my ways to some extent, and I don’t want a licensee dictating to me how I conduct my business. What I want is someone to run with me, not over me. The team at NextGen are helping me in my practice to run faster in today’s competitive market you need a competitive edge and must offer innovation. NextGen have introduced me to a wide variety of client offerings and services, and this keeps me ahead of the game. There is a strong compliance culture, efficient communication channels and a supportive ethos. I have no hesitation in recommending the group to any new advisers.
INTERESTED IN JOINING INTERACTIVE MORTGAGE & FINANCE?
We are a young vibrant aggregator with loads of management experience. We are part of a broader group known as NextGen Financial Group of Companies and have connections with Accountants, Financial Planners and Risk Writers across Australia. We are always looking for competent individuals who will complement our service offering.
Interactive Mortgage & Finance provides mortgage brokers with all the resources needed to operate efficiently and successfully. As an IMF broker, you can provide finance solutions for all types of needs through streamlined processes which lead to greater client satisfaction and in turn, consistently higher revenues. You will have direct access to all major lenders and a select number of non-conforming lenders.
Critical to any appointment at NextGen will be the ability to work closely with internal and external stakeholders. You’ll also pride yourself on being a “hands on” operator who thrives on diversity in a broad-based role and is equally happy working both autonomously and as part of a team.
In addition, you will have:
- Excellent interpersonal skills with the proven ability to develop effective working relationships at all levels
- Exceptional attention to detail and advanced knowledge of Microsoft office programs
- Well-developed time management skills with the ability to meet tight deadlines
- Strong writing expertise and experience in writing tenders and proposals
- Appropriate tertiary qualifications and 2-3 years similar experience within professional services
On offer would be an attractive salary package, commensurate with experience, excellent benefits and the opportunity for you to develop your career in a positive and supportive team environment.
REMUNERATION
Fees and remuneration that are generated by our Authorised Representatives are consolidated and comprehensively reported upon by our team of qualified experts and passed to you weekly, provided we receive them in a timely manner. We acknowledge that cashflow in a remuneration based or fee for service environment is paramount. You will find our team helpful, considerate and capable of running the reports you need to ensure that all client revenue is accounted for.
LEGAL SUPPORT
At NextGen Financial Group all Authorised Representatives are members of the ‘Association of Independently Owned Financial Professionals’ (AIOFP) and as part of their service offering, the AIOFP believe in every person, client, agent or Licensee obtaining fair representation. The Legal Assistance program is primarily designed to provide support to our Authorised Representatives in times of need. (conditions apply)
PARAPLANNING
Paraplanning is outsourced to accredited individuals, offering an approved cost effective service, for expediency and a systemised approach that is compliant and designed to meet your clients needs.
SUCCESSION PLANNING
Nobody likes to think about it, but it’s inevitable that one day you will leave your business. Whether you decide to sell up, retire or have to leave due to health reasons, it’s important that you plan for that day. A succession, or exit plan outlines who will take over your business when you leave.
A good succession plan enables a smooth transition with less likelihood of disruption to operations. By planning your exit well in advance you can maximise the value of your business and enable it to meet future needs.
Make sure your succession plan is attainable – set a realistic timetable and measurable milestones along the way and stick to them.
At NextGen Financial Group we encourage you to plan for you succession and work with our practices to assist in the development and growth of their organisation and finally assist in the succession strategy.
When joining one of the first thing we do is look to ‘start our relationship with the end in mind’.
TRAINING EDUCATION
If you are considering a future in financial services and you need an appropriate course that is specifically focused on the skills necessary to have a competitive edge, NextGen Financial Group and its aligned relationships may be able to assist you and provide you a pathway for future success.
Our aligned Registered Training Organisation’s (RTO) are qualified to introduce you a compliant course and provide you with everything you need as you start out on the road to becoming an Authorised Representative.
Not only do you end up with the qualifications you need, you have access to expert tutoring and the support you need throughout the course to make the online learning experience rewarding.
At NextGen Financial Group, we will assist both new entrants to the industry who want to become an adviser, as well as existing adviser who are looking at continuing their careers within the industry.
FOR NEW ENTRANTS TO THE FINANCIAL PLANNING INDUSTRY
For anyone who is looking to become a “New Entrant” as a financial adviser to the financial planning industry we have a specific Professional Year Development Plan to assist you in meeting the Financial Advisers Standards and Ethics Authority ongoing business and continuous training requirements. This Professional Year plan will assist you with each step of your professional development. Internal training course and training plans are also developed to assist you to meet these professional requirements.
FOR EXISTING ADVISERS
To assist our advisers to meet their ongoing training requirements, the Group has developed annual training plan for our Authorised Representatives, which will address the following steps:
- Assess the Adviser’s training needs in relation to the training standards, particularly if the Adviser’s functions change
- Identify the Adviser’s knowledge gaps or weaknesses in the preceding year and the areas where training will be focused
- Set objectives to be met (i.e. the desired changes in the Adviser’s knowledge, skills and/or performance at the end of the training year)
- Decide the structure of the continuing training program (including nominating the training methods)
- Assess whether the Adviser has met the objectives of the training program; and
- Provide feedback sessions with the Adviser about their performance.
If an Adviser requires additional training this can be arranged through either our internal training people or externally with our aligned Registered Training Organisation’s.
TRAINING PROVIDED
NextGen Financial Group will provide on-going training for its Authorised Representatives through a combination of:
- In house training sessions
- Professional development days
- Seminars
- Professional journals and other publications for which Continuous Professional Development points / hours can be allocated for professional reading which needs to be record in the Adviser’s Professional Reading Journal
- Preparation time for presenting at relevant professional seminars or conferences
- Access to external resources through with aliened Training Organisations
WORKSHOPS
At NextGen Financial Group we see that providing workshops to our advisers has more impact than a PD Day or conference. We focus specifically on industry specific agendas that are aimed at maximising productivity and growth. We assemble like-minded individuals that are experiencing similar issues and work through the tasks.
NextGen Financial Group acknowledges that our advisers are internally and externally competitive and typically isolated in location. By bringing the key stake holders together on a regular basis to engage in educational workshops on topical matters has been a master stroke in our cultural and productivity developments.
SOFTWARE SOLUTIONS
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