AddressABOUT BENSONS
Bensons Wealth is an established financial planning firm in South Yarra offering comprehensive financial planning, investment, and insurance advice – predominantly to the over 50’s market.
We adopt a life first approach, where client goals and dreams underpin their financial plan. Our work is about more than money management. Building long-term relationships with our clients is our goal and this role will be well-suited to someone who sincerely cares about delivering an outstanding experience to clients. We are committed to excellence and have a client focused ethos.
THE ROLE
As an adviser you will work directly with clients on their wealth needs. You will advise comprehensively and pro-actively with a strong focus on retirement planning. This role will see you maintain and nurture an existing client base, with opportunity to deliver advice to new clients of the firm.
The ideal candidate will be an experienced, knowledgeable adviser who understands the technical aspects of advice and has a strong ability to nurture and develop existing client relationships.
RESPONSIBILITIES
- Meeting new and existing clients of the practice to deliver initial and ongoing financial advice
- Development of strategies and solutions which are fit for purpose and deliver on the client's goals and needs
- Monitor/review clients’ strategies and investment portfolios, and proactively engage with clients on a regular basis
- Brief the para-planning team to prepare compliant statements of advice (SoA) that addresses the clients key personal goals and objectives
- Achieve agreed KPI targets
- Participate in company marketing activities to maintain existing client relationships and attract new clients
- Ensure the client file is compliant with the necessary detail and information as required by the practice
- Reviewing the relevant SOA or ROA advice document/s to ensure it is of high quality and is compliant
- Working closely with our administration support team by providing direction to ensure advice is implemented correctly and other outstanding client items are completed in a timely manner
- Provide exceptional client service at all times
REQUIREMENTS
- Minimum of 3-5 years of experience working as a Financial Adviser
- Must hold relevant qualifications (preferably degree qualified)
- Strong technical/strategic advisory skills
- High emotional intelligence and communication skills
- Take pride in your work with a fast, effective and highly proactive approach
- Must deliver an exceptional client experience at all times
- Holds FASEA qualification.
SALARY
The salary and performance-based incentives offered will be in line with your experience and ability, which will also be reviewed in line with your development and contribution to the business.
BENSONS IS ALSO LOOKING FOR A NEW BUSINESS ADVISER – this role will predominantly be meeting with prospective clients of the firm.
