Financial Adviser/Associate

This is a bespoke role for an individual who can manage the best of both worlds working closely to support an adviser in the provision of financial planning advice. They will also have the opportunity to establish long lasting relationships with their own book of clients, fulfilling annual review requirements.

We are looking for an exceptional individual who can slip into our team and is passionate about improving the lives of our clients, and helping them achieve their personal and financial goals. If you don’t have all the skills listed below, but the description above describes the type of person you are, then we want to talk to you. We will provide ongoing training and support to give you the right skills.

About Us 

PSK Private Wealth offers financial services that focus on clients’ unique goals and needs. We have 83 financial advisers and 180 support staff in 12 offices in NSW, VIC, QLD, SA and ACT. Established in 1969, we are undergoing a period of growth to take our strategies to a bigger audience. Our unique success has been achieved through trust developed over years of providing advice to our clients and their families.

Our values are founded on the ancient Greek meaning of PHILOTIMO, encompassing. “Duty, Honour, Decency and a Responsibility we have to each other.”

Tasks and Responsibilities

• Manage and review a book of existing clients, providing strategic and tailored advice when necessary 
• Support a Private Client Advisor with the provision of financial advice 
• Work collaboratively with the advice delivery team on advice production and execution 
• Travel between PSK Townsville & Ayr Offices (including surrounding areas to service clients) 
• Stay updated on industry and market knowledge 
• Maintain a strong compliance history 
• Engage with new referrals to establish their financial needs and offer wealth management support
• Understanding of financial planning strategies including retirement planning, cashflow, debt management and gearing.
• An ability to keep the client front of mind and deliver exceptional client service.
• Attending to client queries and liaising with other professionals to deliver great client outcomes

Qualifications and Experience

• Has met the FASEA Standards
• Minimum 2 years in an Adviser or equivalent role
• Strong ability to build rapport with clients over the phone, video and in person
• Knowledge and experience with Financial Planning Software, Xplan including Wealthsolver, Risk Researcher and Xtools+
• Demonstrated ability to build and maintain client relationships based on trust, integrity, and professionalism.
• Detail-oriented with strong analytical and problem-solving skills with proven ability to effectively manage and prioritise competing priorities.

Benefits

• Existing clients and new client leads provided
• Streamlined processes and full back office support provided
• Workplace Benefits through FLARE and our Employee Assistance Program 
• Study Assistance