Associate Financial Advisor

Employer
Perpetual
Location
Melbourne, Victoria, Australia
Salary
Competitive Salary
Posted
May 03, 2021
Closes
Jun 11, 2021
Ref
54e34112ff6c
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
What will you be doing?

Sounds interesting? Here are some specifics about the opportunity:
  • Attend and actively participate in client meetings to support the Financial Advisers in the provision of a highly personal and compelling client experience
  • Arrange & coordinate documentation for client meetings
  • Oversee the preparation of annual review and new business plans including development of draft strategies, financial modelling, completion of fact find data and other inputs needed to complete advice instructions
  • Undertake insurance needs analysis and preparation of insurance quotes
  • Manage workflow to deliver to client needs. Maintain an understanding of operational processes for other teams including paraplanning and operations.
  • Monitor client accounts & team dashboards & maintain client records
  • Act as the key liason for the Financial Advisers within the team/pod, administrative and operational team for the purposes of escalations and investigations.
  • Assist Financial Advisers to resolve client requests including the provision of ad hoc investment advice via Records of Advice
  • Oversee implementation of advice recommendations & keep clients updated regarding progress.

  • What you will need to succeed:

    To be considered for this opportunity, your qualifications, skills and experience could include:
  • Minimum 2-3 years experience in a Paraplanning, Associate Adviser or related financial services role
  • FASEA Approved Degree or FASEA Approved pathway
  • Completed professional year or working towards (where applicable) and FASEA CPD training & development

  • What you'll need to stand out:
  • Working knowledge of investments & advice strategies including superannuation, retirement and cashflow modelling
  • Working knowledge of Estate Planning, philanthropy, aged care and debt management strategies
  • Excellent verbal and written communication skills, time management and organisational and relationship building skills
  • Experience with Xplan and client facing role providing strong customer service
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