Role Description
This is a full-time, on-site role located in East Perth for a servicing Financial Advisor. The Financial Advisor will be responsible for reviewing the advice needs of an existing book of fee-paying clients, developing tailored financial plans, providing retirement planning and investment recommendations, identifying client financial objectives, and offering strategic advisory services. The role involves maintaining strong client relationships, monitoring financial plans, and staying informed about market trends and changes in financial regulations.
Qualifications
* Proficiency in Financial Planning and creating customised financial strategies
* Strong technical knowledge and expertise in Financial Advisory principles
* Experience in Retirement Planning and guiding clients toward long-term financial security
* Competence in Investments and portfolio management
* Exceptional communication and interpersonal skills to build and maintain client relationships
* Strong analytical and problem-solving abilities
* Relevant certifications such as CFP, or SMSF accreditation, or equivalent are highly desirable
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