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Financial Planning Specialist

2 months ago

Randwick City Council, Australia Bright Wealth Full time
{"title": "Financial Adviser Role at Bright Wealth", "description": "Key Responsibilities

We are seeking a skilled Financial Adviser to join our team at Bright Wealth. As a Financial Adviser, you will be responsible for providing specialist financial advice to clients, delivering exceptional client outcomes, and maintaining robust relationships with support staff and advice partners.

Key Responsibilities:

  • Client Engagement: Proactively engage with clients to demonstrate the advantages of financial planning and ignite their financial futures.
  • Financial Advice: Offer comprehensive and personalized financial advice to clients, ensuring their wealth objectives are met and exceeded.
  • Service Excellence: Commit to fulfilling clients' service expectations, fostering trust, and satisfaction.
  • Partnerships: Develop and maintain robust relationships with essential support staff and advice partners.
  • Compliance: Attentively adhere to all regulatory requirements.
  • Professional Development: Continuously update your expertise, staying informed of changes in the industry.
Requirements

We are seeking a Financial Adviser with the following traits:

  • 5 years of financial planning experience.
  • A solid understanding of essential financial planning areas, including superannuation, investments, insurance, and SMSFs.
  • Excellent interpersonal skills with the ability to explain complex financial concepts in simple terms.
  • Meet the FASEA Education Requirements.
  • Knowledge of Xplan and Microsoft Office Suite.
  • Strong influencing and negotiation skills.
  • Exceptional communication skills, both written and verbal.
  • Self-motivated and results-driven.

Your application will include the following questions:

  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have as a financial adviser?
  • Which of the following Microsoft Office products are you experienced with?
  • Do you have experience in a role which requires relationship management experience?
  • Do you have customer service experience?
  • Have you completed a qualification in financial planning?
  • How many years' experience do you have in wealth management?
", "lang_code": "en-US"}