Address
Form of workOur client is a highly regarded boutique Financial Planning firm that provides excellence in the provision of financial planning advice to their target market - wealth accumulators. They forge long lasting business relationships by delivering exceptional advice and service to their clients. What sets them apart from their competitors is how they focus on their target market in a ever changing financial climate. Their reputation and brand has shone due to their commitment to giving back to various charities and communities.
The Position
A newly created position has been developed for a Financial Adviser to grow an existing base of clients. There is no BD required and all new business will be given to you. The key is to maintain a happy base of engaged clients, business expansion and have a growth mindset.
Responsibilities include:
- Clients – attend client meetings. Provide advice on cashflow, debt strategies, superannuation, investments and insurance as well as general tax strategies. You will explore financial options, build a plan and manage them on a month to month basis
- Client Implementation – project manage the establishment of new products. You will have the support of Associate Advisers and a back office team to deliver the financial strategies for your clients
- Accountable and responsible – for the preparation and ultimate sign off of advice documents
- Guide and advise – the advice management team so that they can respond to client enquiries, SOA’s, ROA’s, action plans and other documents as required
- Professional development – maintain required qualifications, through continual education and attending seminars and courses as required
We are seeking the skills of a well-presented and well-spoken professional who is able to build rapport with clients and colleagues easily. The key is your technical ability and experience working with your clients to deliver a superior client experience at every step of your client’s money journey.
You will also display the following attributes:
- 2 or more years experience as an Adviser
- Completion or on track to complete FASEA
- A strong technical background in superannuation, risk and tax
- Have a coaching mentality and style
- Experience in dealing with wealth accumulators is desirable
- Financial modelling software experience as well as proficiency across MS Office
- Strong compliance history
- A self starter,self-managed, proactive and driven
Rewards and Benefits
Working closely with the Principal Adviser, you can look forward to ongoing professional training, mentoring and support.
You will have the opportunity to work from home anywhere in Australia, or if you are Sydney based, you may wish to work out the CBD office.
Pivotal to your success will be your desire to play an integral role in the development of this business. In return, you will receive an attractive remuneration package commensurate with experience, with potential for equity.
If you believe you have the skills and experience to be successful in this role, please send your cv to Deepa Surti of RecruiTalent following the links.
