This role offers the opportunity to work in a dynamic and fast-paced environment, providing personal advice to members and developing strong client relationships.
Key responsibilities include:
* Delivering high-quality advice to members
* Developing and maintaining effective communication with clients
* Staying up-to-date with industry knowledge and trends
The successful candidate will also be required to:
* Assist with preparing and delivering ongoing member advice communication and education
* Use approved financial planning tools to prepare clear and concise Statements of Advice
* Maintain accurate file notes and client files in accordance with business processes
The ideal candidate will possess:
* Advanced knowledge of financial planning principles
* Excellent communication and interpersonal skills
* Ability to work effectively in a team environment
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