Strategic Advice Delivery Lead
1 week ago
We are seeking a proactive and client-focused Senior Advice Officer to deliver high-quality advice administration services.
Key Responsibilities:- Prepare and support advice documentation, research, and client reviews.
- Conduct in-depth analysis using tools like Xtools+ and WealthSolver.
- Collaborate with advisers and paraplanners to implement tailored client strategies.
- Support advice implementation and client service activities.
- Maintain accurate records, contracts, and documentation.
- Ensure compliance with governance frameworks and internal policies.
- Drive improvements in client experience and advice delivery processes.
- Client-Focused Service Excellence: Deliver high-quality, client-centric service with professionalism.
- Strong Relationship Management: Build trust through effective communication with clients and stakeholders.
- Analytical & Detail-Oriented: Apply critical thinking and ensure accuracy in financial analysis and documentation.
- Organised & Results-Driven: Manage multiple priorities effectively and follow through to deliver outcomes.
- Innovative & Solutions-Oriented: Identify opportunities for improvement and drive efficiency through innovation.
- Collaborative Team Player: Work well across teams and foster a positive team environment.
- Adaptable & Committed to Growth: Embrace change and actively seek opportunities for continuous learning.
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