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Senior Associate Adviser

1 month ago

Melbourne, Victoria, Australia IOOF Holdings Limited Full time
Senior Associate Adviser Opportunity

We are seeking a highly skilled Senior Associate Adviser to join our team at IOOF Holdings Limited. As a Senior Associate Adviser, you will play a key role in managing the advice needs of our existing clients and supporting our growth journey through new clients.

Key Responsibilities:
  • Take responsibility for delivering new client business, including the preparation and delivery of advice as the case may require.
  • Ensure clients are informed of their options and understand any recommendations made to them by providing high-quality personal wealth management advice.
  • Identify when a client needs additional advice and deliver this advice to clients on a timely basis.
  • Deliver minimum Service Standards, ensuring work is completed in a timely manner and client issues are addressed within an approved timeframe.
  • Provide backup support for other Senior Associate Advisers while they are away from the office.
  • Mentor and train support staff as a senior peer and responsible for allocating workload.
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.

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.