Financial Adviser
Core
Deliver tailored financial advice strategies to clients, focusing on superannuation, tax planning, and investment management while ensuring compliance.
Role type
Client-facing financial adviser (AFSL business)
Builds
Personalized financial advice and client service delivery
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client relationship management, tax planning, investment strategy, superannuation strategy, regulatory compliance (AFSL), public sector defined benefit scheme knowledge
Preferred skills
Existing client book, mentoring peers, business development, marketing initiatives
Technologies
Financial planning software, compliance systems
Responsibilities
Conduct annual client review meetings, present Statements of Advice, respond to client queries, meet prospective clients, contribute to business development and marketing, provide coaching and mentoring to peers.
Seniority
Mid-Senior, hands-on IC