Financial Guidance Specialist
7 days ago
Our purpose is to simplify financial complexities for clients, enabling them to focus on their priorities. With a profound understanding of the unique financial challenges and opportunities faced by those in education and public sectors, we provide objective, strategic, and client-centric advice.
About the PositionWe are seeking a professional with strong interpersonal skills to guide clients through complex financial decisions. You will be supported by a dedicated team, allowing you to concentrate on delivering high-quality advice and building long-term relationships.
Key Responsibilities:- Deliver comprehensive financial guidance across superannuation, retirement planning, investments, and aged care;
- Manage and grow a portfolio of pre-retiree and retiree clients;
- Develop tailored financial strategies aligned with individual goals and life stages;
- Stay informed about legislative and market changes to ensure compliant and relevant advice.
- 5+ years of experience as a Financial Adviser;
- Relevant qualifications and registration on the Financial Adviser Register;
- Experience managing a client book;
- Strong strategic thinking and problem-solving skills;
- Experience with defined benefit schemes within Victoria will be highly regarded;
- Ethical and client-focused mindset with excellent interpersonal and communication skills.
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