Senior Financial Planning Advisor
1 day ago
Key Responsibilities:
- Develop and maintain strong relationships with clients, serving as their primary point of contact for inquiries and concerns.
- Collaborate with senior advisors and directors to attend client meetings, present solutions, and drive business growth.
- Contribute to the creation of complex strategic plans, including SOAs, to meet client needs.
- Facilitate communication and collaboration with other divisions within EBR to deliver exceptional client outcomes.
- Research and develop tailored financial strategies for clients, encompassing multiple entities such as family trusts, companies, and SMSFs.
- Prepare engagement letters and administer implementation tasks, including establishing or rolling over superannuation funds, investment funds, and share portfolios.
- Monitor and manage client portfolios to ensure optimal performance.
About You:
- A degree in Commerce, Economics, or a related field is essential.
- Minimum 3 years of experience in financial planning, superannuation consulting, or a technical role within the industry.
- Background in paraplanning or client services is highly desirable.
- Exceptional client service focus and strong communication skills are vital.
- Excellent problem-solving and lateral thinking skills, with proficiency in Word, Excel, and Xplan.
This role is an excellent opportunity to grow your career in financial services.
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