Financial Planning Consultant
4 weeks ago
Company Overview: Forward Path Advisory is a reputable firm based in Wheelers Hill, VIC, providing expert financial services to clients.
We are seeking a skilled Senior Associate Advisor to join our team and contribute to the delivery of high-quality financial advice to our clients.
About the Role:
This full-time position requires a professional individual with strong communication skills and experience in financial planning. As a Senior Associate Advisor, you will be responsible for building long-term relationships with clients, understanding their financial goals, and implementing effective strategies to achieve them.
Main Responsibilities:
- Client Relationship Management: Develop and maintain strong client relationships by providing regular updates and ensuring effective communication.
- Advice Implementation: Oversee the execution of financial strategies, working closely with external providers to deliver advice recommendations.
- Preparation of Advice Documents: Collaborate with senior advisers to prepare financial advice documents, ensuring compliance with legal and regulatory requirements.
- Financial Analysis and Strategy Development: Conduct research and analysis on financial products and strategies, preparing detailed financial models or forecasts to support recommendations.
- Compliance and Documentation: Ensure accurate records of client meetings and advice implementation, maintaining up-to-date documentation in compliance with industry regulations.
- Support for Senior Financial Advisers: Assist senior advisers in managing complex client cases, attending client meetings, and contributing to the development of financial strategies.
Requirements:
- Bachelor's degree in banking and finance
- At least 1 year of experience in a related field
- Full working rights in Australia
Benefits: A competitive salary package ranging from $73,000 to $83,000 plus superannuation benefits.
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