Financial Planner - Melbourne
Core
Provide accurate and timely financial advice to existing and new clients, develop client relationships, and assist in meeting financial goals.
Role type
Financial Adviser
Builds
Financial plans and client strategies
Domain
Private Wealth / Financial Planning
Deliverable
client delivery
Required skills
Financial planning concepts, Financial planning legislation and regulations, Financial planning software, Client relationship management, Financial plan review and approval, SoA and RoA preparation
Preferred skills
Mentorship to client experience team
Responsibilities
Provide accurate and timely advice to existing and new clients, Proactively develop new client relationships, Apply knowledge to help meet client's financial goals, Review and approve financial plans, Present financial plans to client, Respond to client enquiries, Assist in preparation of research and required documentation, Supervise the advice process internally, Provide guidance and mentorship to the client experience team, Complete SoAs & RoAs for clients