Financial Adviser
Based in Australia
Core
Manage and nurture a portfolio of clients, delivering tailored financial strategies that protect their lifestyle and achieve long-term goals.
Role type
Fully qualified financial adviser
Builds
Client financial plans and investment strategies
Domain
Financial planning and advisory
Deliverable
client delivery
Required skills
Financial planning, investment advice, regulatory compliance, client relationship management, presentation of Statements of Advice
Preferred skills
CFP designation, Professional Year completion
Technologies
AFSL regulatory framework
Responsibilities
Manage and nurture a portfolio of clients, Provide comprehensive financial planning and investment advice, Present Statements of Advice and Records of Advice, Build strong relationships with clients and referral partners, Ensure compliance with AFSL