Financial Adviser

A boutique financial planning practice providing advice across superannuation, retirement planning, insurance, wealth creation, estate planning and aged care. This long-standing business has a loyal client base, and the senior advisory team is now seeking additional support as they increase their focus on new business development.

As a Review Adviser, you’ll drive the client review process. This means reviewing client financial situations, conducting face to face meetings, strengthening long-term relationships, and supporting Senior Advisers in delivering high-quality financial advice. You’ll uncover new advice opportunities, present strategies with confidence, and ensure clients feel informed and supported. This role suits someone proactive, detail-driven and collaborative, who enjoys client interaction and wants to grow within a boutique advice team.

Responsibilities include:

• Prepare for, and conduct review meetings, and discuss financial position, goals, and objectives of the client
• Identify changes in circumstance, and opportunities for advice
• Present and explain Statements of Advice (SOAs) and Records of Advice (ROAs) to clients
• Discuss and educate clients on strategy recommendations, including risks, benefits, costs, and implementation requirements
• Answer client questions and ensure client’s comfort with the advice provided
• Manage work in progress by coordinating and prioritising with team members

Adviser Support:

• Stay up to date with regulatory changes and market conditions
• Participate in team meetings and make an active contribution to the overall growth and success of the firm
• Maintain the systems so that client records and documentation are accurate
• Be proactive in terms of adviser and client communication and ensure an impeccable service is delivered to clients
• Review and quality-check ROAs and SOAs produced from Paraplanning team
• Demonstrated leadership skills through effectively coordinating workflows, supporting team members, and managing competing priorities
• Proven ability to take initiative, solve problems proactively, communicate clearly with stakeholders, and maintain high standards of accuracy and professionalism

Skills:

• Minimum 5 years’ experience in the financial planning industry
• Familiar with Xplan or the ability to learn quickly
• Comfort with delivering client presentations
• Sound knowledge across a broad range of strategies
• Curious, logical and procedural disposition
• Excellent accuracy and high attention to detail
• Analytical mindset with a proactive and efficient approach
• Ability to work extremely well in a fast-paced and often deadline driven environment
• Tertiary or post-graduate degree in Financial Planning