Financial Services Consultant

2 days ago

Wheelers Hill, Victoria, Australia Forward Path Advisory Full time

Forward Path Advisory, a professional financial services company based in Melbourne's eastern suburbs, is seeking an experienced Senior Associate Advisor to join its team.

Main Responsibilities:

Client Relationship Management

  • Develop and maintain long-term client relationships, ensuring ongoing communication and updates on their financial plans.
  • Act as a key point of contact for clients, fostering trust and rapport.
  • Assist clients in understanding financial strategies, products, and services.

Advice Implementation

  • Oversee the execution of financial strategies, ensuring they are implemented effectively and in a timely manner.
  • Coordinate with external providers (e.g., insurance companies, investment platforms) to execute advice recommendations.

Preparation of Advice Documents

  • Collaborate with Senior Advisers to prepare financial advice documents, including Statements of Advice (SOA) and Records of Advice (ROA).
  • Ensure all advice documentation complies with legal and regulatory requirements.

Financial Analysis and Strategy Development

  • Conduct research and analysis on financial products and strategies that align with clients' goals.
  • Prepare detailed financial models or forecasts to support the Senior Adviser's recommendations.

Compliance and Documentation

  • Ensure all client files and advice documents are compliant with industry regulations.
  • Maintain accurate records of client meetings and advice implementation in the client management system (e.g., Xplan).

Support for Senior Financial Advisers

  • Assist Senior Advisers in managing high-net-worth and complex client cases.
  • Attend client meetings, taking detailed notes and following up on action items.
  • Contribute to the development of financial strategies, providing input based on analysis and research.

Team Collaboration

  • Work closely with the broader advice team, including associates, paraplanners, and support staff, to ensure seamless service delivery.
  • Support junior staff by mentoring them in areas of financial planning.

Client Onboarding and Reviews

  • Manage the onboarding process for new clients, ensuring a smooth and efficient experience.
  • Participate in regular client review meetings to ensure financial strategies remain aligned with the client's goals.

Market Research and Updates

  • Stay up to date with market trends, legislation, and regulatory changes affecting the financial planning landscape.
  • Provide insights and recommendations to both clients and the team on relevant financial market developments.

Financial Plan Monitoring

  • Track the progress of financial plans, making adjustments as needed to ensure clients stay on track with their financial goals.

The ideal candidate will possess a Bachelor's degree in Banking and Finance and at least 1 year of experience in the field. A competitive salary package of $73,000-$83,000 plus superannuation is offered.

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