The Role A highly regarded, national private wealth firm has an opportunity for an experienced Financial Adviser to work closely with Private Wealth Advisers.
Duties and Responsibilities
- Provide accurate and timely advice to existing and new clients.
- Proactively develop current 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 client
- 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
- 3 + years financial adviser experience
- 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 of interest to you, please apply via the link below or for a confidential discussion call Chris 0451 129 269