Reports to
Head of Advice
Qualifications & Experience
Essential
• Meets FASEA education requirements or holds a valid exemption.
• Completed the Financial Adviser Exam.
• An approved Bachelor's degree or higher, such as a Bachelor degree in Accounting and Financial Planning, or Bachelor degree in Financial Planning or a Master of Financial PlanningEligible as an Authorised Representative under an AFSL.
• Accredited to advise on financial products and services.
• Prior experience as a Financial Adviser.
Desirable
• Postgraduate qualifications
• Specialist accreditations
Job Purpose
Client Service
• Provide accurate, timely financial advice to existing clients while maintaining up-to-date knowledge through ongoing professional development.
• Ensure all client records and administrative tasks comply with business policies and regulatory requirements.
Business Development
• Support the firm's growth by attracting new clients in line with agreed strategic and marketing objectives.
Key Responsibilities Client Engagement
• Build strong client relationships and understand their financial goals.
• Deliver tailored advice and financial plans, involving specialists as needed.
• Act as a key contact and trusted adviser.
• Respond promptly and accurately to client enquiries.
• Support the client service team to ensure timely, compliant advice delivery.
Advice & Compliance
• Complete adviser responsibilities to a high standard and within deadlines.
• Adhere to AFSL policies, regulatory requirements, and compliance obligations.
• Review and guide advice research, modelling, and analysis.
• Ensure ongoing service, disclosures, and consents are completed accurately.
• Maintain accurate client records and contribute to process improvements.
Professional Development & Growth
• Generate referrals through robust client relationships.
• Support client acquisition initiatives as needed.
• Maintain and enhance professional knowledge through ongoing development.
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