AddressThis firm celebrating over 17 years of success and continued high growth, we are a boutique financial services company offering a range of financial planning, and business finance services to everyday UHNW Australians and business owners.
Continuing our growth and success, thery are looking for someone eager to take their next step in a professional career who can provide an exceptional experience for our clients and want to contribute their talents to a dynamic and growing business.
Why You Want to Work Here
This role is a great accelerator for your already capable career in financial planning. You are currently working as an Associate Advisor; you may want to work for a fast moving and innovative business that truly treats its employees like family members while also developing your already capable skillsets to be the best you can be.
They have a strategic business support model that continues to support people with great attitudes and strong work ethics into career best performances to ensure you are being supported in your professional growth. We have flexible working arrangements, Uprise employee services and maternity leave policies ensuring they are exceeding industry expectations.
They love employing established high performing superstars to our talented group of individuals.
In a growing company this role will leverage your good nature, talent and capability to deliver exceptional client outcomes. Better yet, you get to do all of this amongst a team of likeminded, enthusiastic, and passionate people who are ready to support you.
As people, we take what we do seriously, but we don’t take ourselves too seriously.
About You
You are an Associate Advisor eager to embark on your professional journey, with aspirations of becoming a fully-fledged financial advisor. They have an exciting opportunity for you to join our team and take the next step towards realising your career goals.
Selection criteria:
- Experience Matters: You bring a minimum of 2-3 years of hands-on experience in an equivalent role. You've honed your skills across various strategies and are ready to put your expertise to work; with an endeavour to become a financial advisor.
- Tech-Savvy: Proficiency in Xplan is favourable, showcasing your ability to navigate key tools efficiently
- Detail-Oriented: You're an intuitive person with exceptional organizational skills and keen attention to detail, ensuring that no aspect of the advisory process is overlooked. You thrive in environments where accuracy is paramount.
- Team Player: Collaboration is key, and you're known for your positive attitude and willingness to support your colleagues. You understand that success is a team effort.
- Client-Centric Focus: Above all, you're committed to delivering exceptional service and satisfaction to our clients. You understand their needs and are dedicated to helping them achieve their financial goals.
If delivering life changing financial solutions is in your bones now is the time to join a culture of diverse and inclusive high achievers who want the best for their clients and each other.
Being a person that values teamwork, you will appreciate that our expectation of you as a contributing team member is as valuable as your ability to attain outstanding results. You are an intuitive and well organised individual with a detailed oriented focus and agenda.
Finally, your clear and positive communication means you bring excellent energy to each conversation and client interaction. Advice and client interactions are undertaken with the same level of intent and regard as if it were your own client.
About the Role
As an Associate Advisor, you will play a pivotal role in delivering exceptional financial advice and service to our clients. You will work closely with a principal advisor to develop and implement tailored strategies that align with our clients' goals and objectives. Acting as the second chair in client meetings, you will provide critical support and ensure all client needs are addressed. Your responsibilities will include analysing clients' needs, goals, and objectives in partnership with the principal advisor, preparing well-researched recommendations, and developing comprehensive strategy presentations and SoA presentations. You will coordinate the lodgement of advice to paraplanning, review completed SoAs for accuracy and alignment, and oversee the implementation of strategies. Additionally, you will manage workflow within the team, ensure compliance with licensee requirements, and maintain high standards of regulatory compliance, as well as looking after existing client requests and post Review requirements with the administration team. Throughout all these tasks, you will be committed to delivering an exceptional client experience through diligent support, effective communication, and professional service. This role requires a detail-oriented individual with strong analytical skills, a proactive approach to problem-solving, and a passion for financial planning.
Responsibilities
Our next dynamic team member is out there, and industry experience will take you far! What is most important is that you can tick the list below:
- Attend client meetings (initial, SOA & Review meetings) in support of the Financial Advisor
- Prepare all relevant documents for client meetings (pre and post), as determined by the Financial Advisor
- Discuss with the Financial Advisor appropriate advice strategies and products suitable to the clients’ objectives, financial situations and needs – ensuring to cover all clients observed and/or other clients as appropriate.
- Prepare draft documentation for a variety of clients, including advice documents and other relevant client documentation, as determined by the Financial Advisor
- Model advice strategies and research products that may be suitable for the engaged client’s financial situation, objectives and needs
- Utilise risk Researcher, Wealthsolver and CALM charts in Xplan to successfully develop the Strategy Presentation as per the advice notes from the initial client meeting
- Vet all advice and compliance documentation to validate it is a true and accurate reflection of the client, their individual circumstances, and the advice given by the Advisor
- Actively participate in general administration and back-office activities for the business, with a focus on activities directly related to the provision of financial advice
- Respond to, and resolve, ongoing client maintenance issues by communicating with clients and internal and external stakeholders
- Maintain client file notes in conjunction with the Advisor, and save all required pre and post implementation information to Xplan
- Prioritize upholding ethical and compliance standards by proactively collaborating with the Advisor to identify any actions or inactions that breach the licensee standards.
What Comes Next?
If this opportunity sounds like it fits you, then we would love to hear from you. Please submit your application by providing your resume and cover letter detailing why you are the right person for Inovayt and how you meet our selection criteria for the role.
Respectfully, only successful candidates will be notified.
