We are seeking a Senior Financial Adviser to join our team. The ideal candidate will have experience in developing tailored strategies, providing expert investment and tax advice, and building long-term client relationships.
Key Responsibilities:
* Develop personalized financial plans for clients by conducting thorough assessments of their financial situations and goals.
* Provide expert investment and tax advice to help clients achieve their financial objectives.
* Foster strong client relationships through regular communication and strategic planning.
Requirements:
* Proven experience in financial advising with a strong understanding of superannuation and retirement planning.
* Excellent communication and interpersonal skills to effectively engage with clients and stakeholders.
* A keen analytical mind with the ability to interpret complex financial data and provide actionable recommendations.