Job Description

About The Business n

A boutique financial planning practice providing advice across superannuation, retirement planning, insurance, wealth creation, estate planning and aged care. This long-standing business has a loyal client base, and the senior advisory team is now seeking additional support as they increase their focus on new business development.

About the Role n

As a Review Adviser, you’ll drive the client review process. This means reviewing client financial situations, conducting face to face meetings, strengthen long-term relationships, and support Senior Advisers in delivering high-quality financial advice. You’ll uncover new advice opportunities, present strategies with confidence, and ensure clients feel informed and supported. This role suits someone proactive, detail-driven and collaborative, who enjoys client interaction and wants to grow within a boutique advice team.

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Responsibilities include:

Review Meetings n

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- Prepare for, and conduct review meetings, and discuss financial position, goals, and objectives of the client
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- Identify changes in circumstance, and opportunities for advice
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- Present and explain Statements of Advice (SOAs) and Records of Advice (ROAs) to clients
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- Discuss and educate clients on strategy recommendations, including risks, benefits, costs, and implementation requirements
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- Answer client questions and ensure client’s comfort with the advice provided
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- Managing work in progress by coordinating and prioritising with team members
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Adviser Support nn
- Stay up to date with regulatory changes and market conditions
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- Participate in team meetings and make an active contribution to the overall growth and success of the firm
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- Maintain the systems so that client records and documentation are accurate
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- Be proactive in terms of adviser and client communication and ensure an impeccable service is delivered to clients
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- Review and quality-check ROAs and SOAs produced from Paraplanning team
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- Demonstrated leadership skills through effectively coordinating workflows, supporting team members, and managing competing priorities
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- Proven ability to take initiative, solve problems proactively, communicate clearly with stakeholders, and maintain high standards of accuracy and professionalism
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Skills nn
- Minimum 5 years’ experience in the financial planning industry
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- Familiar with Xplan or the ability to learn quickly
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- Comfort with delivering client presentations
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- Sound knowledge across a broad range of strategies
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- Curious, logical and procedural disposition
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- Excellent accuracy and high attention to detail
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- Analytical mindset with a proactive and productive approach
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- Ability to work extremely well in a fast-paced and often deadline driven environment
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- Tertiary or post-graduate degree in Financial Planning
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📌 Financial Adviser - Client Reviews (Waverley Council)
🏢 Godfrey Group Recruitment
📍 Waverley Council