Senior Advisor for Wealth Management

1 week ago

Sydney, New South Wales, Australia beBeeFinancial Full time $140,000 - $180,000

Job Description:

The role of the Senior Financial Adviser is to provide high-quality financial advice to Rest members and their families. This includes both intra-fund and non-intra fund advice, within the scope of the advice service proposition and regulatory framework.

The Senior Financial Adviser will engage with members via phone, webchat, or video conference for the advice discussion and implementation. Face-to-face advice is provided where practical. The role requires the individual to participate in regular training to keep up-to-date with legislation, industry changes, new strategies, and product changes or enhancements.

The outcome is the provision of quality, compliant advice in the best interest of Members.

Key Responsibilities:
  • Provide high-quality intra-fund and non-intra-fund advice to Rest members
  • Identify the member's financial planning needs and provide the right level of service accordingly
  • Engage members via phone, webchat, or video conference for the advice discussion and implementation
  • Attend employer work sites for face-to-face advice when required
  • Act in the best interest of the member in the provision of advice
Qualifications and Experience:
  • Financial Planning qualifications (must meet all FASEA requirements)
  • Have completed the required Professional year
  • Maintained CPD in accordance with your qualification
  • Currently on ASIC Adviser Register
Benefits:
  • Personal and professional development opportunities
  • Flexible, hybrid working – work to suit your lifestyle
  • Purchase leave scheme
  • Gender-neutral 16 weeks paid parental leave
  • Super Contribution Continuation for 12 Months of parental leave
  • Meeting free breaks (Rest Stops)
  • Income Protection Insurance

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