Wealth Advisor
Core
Support the delivery of wealth management solutions across retirement, investment, savings, and protection planning for clients, utilizing both insured and non-insured structures.
Role type
Wealth Advisor (Client-facing IC)
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 (CBI IAF), product knowledge (insured/non-insured), presentation skills
Preferred skills
CFP designation, experience with life assurance companies and investment managers
Technologies
Voyant
Responsibilities
Support the delivery and implementation of wealth management solutions; 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 advice; Support the ongoing review of client arrangements; Liaise with product providers and internal stakeholders
Seniority
Mid-Senior (5+ years experience)