You start by understanding what each client wants to achieve. As their adviser, you lead the relationship and take responsibility for the strategy and recommendations. You use your qualified judgement to build advice around the client’s goals and circumstances, and explain the trade-offs in plain English so they can make informed decisions.
At Whitsunday Wealth, we share our internal philosophies and have established processes for preparing, documenting, implementing and reviewing advice. You’re willing to learn our systems, use our processes consistently and work closely with paraplanning and client service to deliver on what you’ve agreed with the client. You welcome feedback and bring ideas to the team when you see a better way to work.
You’re registered or eligible for registration as a financial adviser in Australia and ready to lead discovery and review meetings. Experience with Xplan is welcome. We’re open to recently qualified advisers and candidates willing to relocate to Mackay.