Financial Advisor Role
Delivering exceptional financial solutions to people, fostering long-term relationships and contributing to client experience improvement initiatives.
* Accountable for managing advice needs of existing clients, converting prospective clients and introducing new clients to the organisation.
Key responsibilities include proactively sourcing, engaging and managing client referrals, leveraging evolving digital platforms and Advice processes to drive productivity, compliance and client engagement. Client experience and care are paramount in this role.
1. Contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes.
2. Work collaboratively with team members, seeking opportunities to coach and mentor colleagues while continuously building capability of the broader team.
Requirements:
* RG146 Compliant and have passed the Adviser exam (mandatory for Authorisation).
* Have been through an approved course in Australian Tax Law and a course in Commercial Tax.
* Approved degree is desirable but not essential.
Key characteristics of the ideal candidate include expertise in Financial Advice, passion for driving growth and building relationships while delivering an excellent client experience.
Benefits:
* Australian Tax Law certification
* Commercial Tax certification
* RG146 Compliance
Other benefits include flexibility, opportunity for growth and development, and a culture that celebrates individual differences.
To be considered for this role, applicants must provide evidence of their eligibility to work in Australia and undertake police and basic credit checks as a condition of employment.