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Strategic Financial Advisor

2 weeks ago

Tamworth, New South Wales, Australia beBeeAdviser Full time $69,900 - $114,999
Job Title

An ideal candidate for this role is a highly motivated and skilled professional who can provide holistic advice and support to clients.

This position requires strong communication and interpersonal skills, as the successful candidate will be working closely with clients, Lead Advisers, and other stakeholders.

The Associate Adviser will play a crucial role in assisting with the development and implementation of client advice and strategy, including producing Statements of Advice (SoAs), developing complex financial strategies, and preparing associated forms and paperwork.

  • Main Responsibilities:
  • Developing complex strategies for new and existing clients with Lead Advisers.
  • Establishing rapport and working relationships with clients.
  • Liaising with super fund and insurance providers for client policy information.
  • Preparing high-quality SoAs, accurate, timely, and compliant.
  • Ensuring all advice processes are conducted ethically and compliantly.
  • Implementing advice outlined in SoAs, including application forms, redemption/rollover forms, and client liaison.
  • Assisting in managing client review processes, updating information in Xplan, and reviewing recommended strategies.
  • Supporting Principal Advisers with financial modelling using XPLAN.
  • Assisting Lead Advisers with workload management to meet client expectations.
  • Undertaking administrative tasks to support Lead Advisers and the business.
Key Performance Indicators
  • Timely communication with Principal Advisers on workflow progress.
  • Producing high-quality, accurate, and compliant documents and advice.
  • Conducting all facets of the advice process in a compliant and timely manner.
  • Adhering to policy, practices, and procedures.