Senior Associate Adviser

2 days ago

Melbourne, Victoria, Australia Insignia Financial Full time
About the Role

We are seeking a highly skilled and motivated Senior Associate Adviser to join our team at Insignia Financial. As a key member of our team, you will be responsible for delivering high-quality financial advice to our clients and supporting our growth journey through new business development.

Key Responsibilities
  • Manage the advice needs of our existing clients and support the growth of new business through effective client relationships and referrals.
  • Provide high-quality personal wealth management advice to clients, ensuring they are informed of their options and understand any recommendations made.
  • Identify opportunities for additional advice and deliver this advice to clients in a timely manner.
  • Ensure that clients receive excellent service, meeting minimum Service Standards and addressing any issues within approved timeframes.
  • Provide backup support for other Senior Associate Advisers while they are away from the office.
  • Mentor and train support staff as a senior peer, allocating workload effectively.
Requirements
  • Proven experience in an Associate Adviser or Paraplanner role.
  • Solid understanding of tax, superannuation, retirement income streams, investments, and social security.
  • Sound experience in XPLAN financial planning software.
  • Excellent interpersonal and communication skills.
  • Ability to use initiative and judgement in problem-solving solutions.
  • Passion for mentoring and developing people.
  • New business skills and existing client referral networks.
  • Accountable for targets aligned with key business drivers.
  • Real drive/passion to become a Private Wealth Adviser.
  • Tertiary qualification in Financial Planning, Business.
  • DFP qualified.
  • FASEA Qualified or working towards this.
About Us

Insignia Financial is one of Australia's leading financial wellbeing organisations, helping people feel good about their money. We're committed to creating a positive impact in people's lives, and we're looking for like-minded individuals to join our team.

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you're passionate about making a difference in people's lives and have the skills and experience to match, we'd love to hear from you.

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