Our client is a growing financial planning firm looking for an experienced Adviser to join their continuously growing team. In this role, you will be a key player in the delivery of high-quality advice to existing clients.
Duties and Responsibilities
Provide accurate and timely advice to existing
Proactively develop recent client relationships and understanding of
Client’s needs.
Apply knowledge to help meet client’s financial goals and assist with plans to meet their financial goals
Review and approve financial plans
Present financial plans to clients
Respond to client enquiries in a timely manner
Assist in preparation of research and required documentation for client meetings
Respond to and manage client communications
Supervise the advice process internally to ensure it is delivered to a timely manner
Provides guidance and mentorship to the client experience team
With support from the admin team, complete SoAs & RoAs for clients and ensure the final document is of a high-quality standard.
Skills & Experience
Previous experience in a financial adviser role
Completion of the financial adviser exam and eligible to act as an authorized representative
Exceptional written and verbal communication skills
Excellent knowledge of the financial planning industry
Experience with financial planning software
Broad knowledge of financial planning concepts, legislation and regulations
If this sounds like you, please apply via the link below
📌 Financial Adviser Sydney
🏢 Vivere Recruitment Group
📍 Sydney
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