Senior Financial Advisor Opportunity
This senior role offers the chance to make a real difference in people's lives by providing expert financial guidance and support.
We are seeking an experienced Senior Financial Advisor to join our team. In this role, you will be responsible for delivering high-quality financial advice to our clients, helping them achieve their long-term goals and secure their financial futures.
To succeed in this position, you will need to demonstrate strong technical skills, deep experience across all aspects of financial planning, and a member-focused attitude. You should also have a background in providing holistic advice with relevant qualifications, such as CFP.
You will work closely with other members of the team to provide ongoing service reviews, monitor clients' status against changing investment and legislative environments, and develop your technical knowledge of our advice strategy. This is a rare opportunity to work in a supportive team-driven environment where members' needs and requirements are always first and foremost.
* Key Responsibilities:
* Deliver high-quality financial advice to clients
* Provide ongoing service reviews and monitoring
* Develop technical knowledge of our advice strategy