Senior Associate Adviser | Wealth Management Role

2 months ago

Melbourne, Victoria, Australia IOOF Holdings Limited Full time

Senior Associate Adviser Role Overview

We are seeking a skilled Senior Associate Adviser to join our team and contribute to the delivery of exceptional client service and advice. As a Senior Associate Adviser, you will play a crucial role in managing client relationships, providing high-quality advice, and supporting the growth of our business.

Key Responsibilities:

  • Deliver excellent client service and advice, ensuring clients are informed of their options and understand any recommendations made to them.
  • Take ownership of client relationships, building strong rapport and trust with clients to drive their financial wellbeing.
  • Collaborate with our experienced Private Wealth Advisers to develop and implement advice strategies that meet client needs.
  • Mentor and train support staff, providing guidance and support to help them develop their skills and knowledge.
  • Contribute to the development of new business opportunities, identifying and pursuing new client relationships and referrals.

Requirements:

  • Proven experience in an Associate Adviser or Paraplanner role, with a solid understanding of tax, superannuation, retirement income streams, investments, and social security.
  • Excellent interpersonal and communication skills, with the ability to use initiative and judgement in problem-solving solutions.
  • Sound experience in XPLAN financial planning software and a strong understanding of financial planning principles and practices.
  • Passion for mentoring and developing people, with a drive to become a Private Wealth Adviser and make a positive impact on clients' lives.

About Us

We are a leading Australian Wealth Management business, proud of our award-winning reputation and commitment to delivering exceptional client service. Our team is passionate about helping people achieve their financial goals and live better lives. If you share our values and are motivated to make a difference, we encourage you to apply for this exciting opportunity.

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