Delivering Exceptional Financial Solutions
This role involves managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our organization. You will proactively source, engage, and manage client referrals and key referral relationships, leveraging evolving digital platforms and advice processes to drive productivity, compliance, and client engagement.
Clients are at the forefront of this role, and as a seasoned professional, you will contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes. As a team player, you will work collaboratively with supporting team members and seek opportunities to coach and mentor colleagues to ensure high levels of cross-skilling and deep technical knowledge.
To succeed in this role, you must be RG146 Compliant and have passed the Adviser exam. Additionally, you should have been through an approved course in Australian Tax Law and a course in Commercial Tax. A degree is also desirable.
The ideal candidate is an expert in Financial Advice who loves driving growth and building relationships while delivering excellent client experiences. They enjoy working collaboratively, inspiring and developing others as they share their knowledge and expertise in the field. Oozing integrity, adaptability, and innovation, the right person has what it takes and is passionate about taking their career to the next step.
Key Responsibilities:
* Manage client advice needs and convert prospective clients into long-term relationships.
* Proactively source, engage, and manage client referrals and key referral relationships.
* Leverage evolving digital platforms and advice processes to drive productivity, compliance, and client engagement.
Requirements:
* RG146 Compliance and Adviser exam completion.
* Approved courses in Australian Tax Law and Commercial Tax.
* Desirable: Degree in relevant field.
Benefits:
We offer a supportive work environment that encourages collaboration, skill development, and continuous learning. Our focus on client satisfaction means we prioritize building strong relationships and delivering exceptional results. If you are passionate about financial advice, dedicated to providing outstanding client experiences, and eager to take your career to the next level, we would love to hear from you.