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Senior Associate Adviser

2 months ago

Melbourne, Victoria, Australia Insignia Financial Full time
About the Role

We are seeking a highly skilled and motivated Senior Associate Adviser to join our team at Insignia Financial. As a key member of our advisory team, you will play a critical role in delivering exceptional client service and driving business growth.

Key Responsibilities:
  • Provide high-quality financial planning advice to clients, ensuring their needs are met and exceeded.
  • Develop and maintain strong relationships with clients, understanding their goals and objectives.
  • Collaborate with other team members to achieve business objectives and drive growth.
  • Mentor and train junior staff members, sharing your expertise and knowledge.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and best practices.
Requirements:
  • Proven experience in a financial planning or advisory role.
  • Strong understanding of financial planning principles, tax, superannuation, and investments.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships.
  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects.
  • Strong analytical and problem-solving skills, with the ability to think critically.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, reflecting your skills and experience.
  • The chance to work with a leading financial services organization, making a real impact on people's lives.
  • Ongoing training and professional development, ensuring you stay up-to-date with industry trends and best practices.