Wealth Advisor
Core
Support the delivery and implementation of wealth management solutions across retirement, investment, savings, and protection planning for clients.
Role type
Senior IC Wealth Advisor
Builds
Wealth management solutions and client financial plans
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, cashflow modelling, relationship management, regulatory compliance, product knowledge, presentation skills
Preferred skills
CFP designation, experience with life assurance companies
Technologies
Voyant
Responsibilities
Support the delivery of wealth management solutions across retirement, investment, savings, and protection planning. Build and develop strong relationships with existing and prospective clients. Prepare for and attend client meetings to present recommendations. Utilise financial planning tools to support client advice. Support the ongoing review of client arrangements. Liaise with product providers and internal stakeholders.
Seniority
Senior, hands-on IC