Financial Planner - Kimberley
Core
Senior advisory authority managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy, and safeguarding long-term client and business outcomes.
Role type
Senior Financial Planner / Senior Financial Advisor
Builds
Financial advice solutions and client portfolios
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Complex portfolio management, Thought leadership, Distribution strategy influence, Relationship management, Financial advice implementation, Pricing and terms negotiation, Customer needs analysis, Intermediary process expertise
Preferred skills
Advanced verbal communication, Building rapport, Effective closing, Initiating sales conversations, Maintaining long-term relationships
Technologies
None stated
Responsibilities
Develop and implement relationship management plans for existing customer accounts, Provide specialist advice on policy interpretation and application, Implement financial advice strategies tailored to client demographics, Lead structured pricing and terms projects, Set objectives and tailor presentations for decision-makers, Collect and analyze customer feedback to recommend changes
Seniority
Senior, hands-on IC