This is a role for an experienced professional with a strong sense of initiative and professionalism. Due to organic growth & expansion, you will be required to provide holistic, ongoing strategy, wealth, and insurance advice to a range of clients, considering all possibilities and solutions to complex planning problems.
Working closely with partners and directors, you will be responsible for client management, preparation and implementation of financial plans, and oversight of back-office support.
You will work from a dynamic team with a relaxed and professional culture, and will be an integral part of the business's direction in delivering the best possible solutions for clients, achieving financial prosperity.
Vital to this role, you will
* Have a client-centric approach to your work
* Understand the individual needs of your clients
* Be able to effectively communicate appropriate strategies to support clients' short- and long-term financial goals
* Analyse a client's situation and determine their wealth management and wealth protection needs
* Provide financial planning advice to clients while managing expectations and timeframes
* Work with a team of financial planners to achieve the best strategy outcomes for clients
* Have strong problem-solving and decision-making skills, with the ability to think strategically
* Possess a tertiary qualification in a relevant field (e.g., business, finance)
A formal position description is available upon request.
Key Responsibilities
Salary: Competitive remuneration package
Key Skills and Qualifications
Financial planning skills
Tertiary qualification in business or finance
Benefits
Dynamic team environment
Other Requirements
FASFA qualified preferred