Phillip Riley is looking for an experience Financial Investment Advisor to join our team.
As our Financial Investor Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.
Main Tasks
assisting in meeting superannuation compliance requirements interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets arranging to buy and sell stocks and bonds for clients advising on investment strategies, sources of funds and the distribution of earnings setting financial objectives,
and developing and implementing strategies for achieving the financial objectives managing funds raised from personal superannuation savings policies and unit trusts directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
Key Skills
Analytic reasoning
Interpersonal communication
Attention to detail
Client relationships
Communication
Financial analysis
Risk management
Active listening
Analyse and understand clients' financial objectives
Computer skills
Business Development
Excellent verbal communication skills
Flexibility
Investment knowledge
Problem solving
Research
Time management A robust understanding of ethics
Ability to work under pressure
Discrete and confidential
Financial literacy
Negotiating and influencing skills
Minimum of 1 year experience required
Please note that only successful candidates will be contacted.