Financial Services Professional
2 weeks ago
Forward Path Advisory is a professional financial services company based in Wheelers Hill, VIC, seeking a skilled Senior Associate Advisor to join our team.
Main Responsibilities:
Client Relationship Management:
• Foster long-term relationships with existing clients, ensuring ongoing communication and updates on their financial plans.
• Assist clients in understanding financial strategies, products, and services, providing professional guidance.
Advice Implementation:
• Collaborate with Senior Advisers to oversee the execution of financial strategies, ensuring they are implemented effectively and efficiently.
• Coordinate with external providers to execute advice recommendations, ensuring seamless service delivery.
Preparation of Advice Documents:
• Assist in the preparation of financial advice documents, including Statements of Advice (SOA) and Records of Advice (ROA).
• Ensure all advice documentation complies with legal and regulatory requirements, maintaining the highest standards.
Financial Analysis and Strategy Development:
• Conduct research and analysis on financial products and strategies that align with clients' goals, providing accurate recommendations.
• Prepare detailed financial models or forecasts to support the Senior Adviser's recommendations, ensuring data-driven decisions.
Compliance and Documentation:
• Maintain accurate records of client meetings and advice implementation in the client management system.
• Ensure all client files and advice documents are compliant with industry regulations, upholding the company's standards.
Eligibility Criteria:
• Bachelor's or higher degree in banking and finance
• At least 1 year of experience in the field with relevant qualification
• Full working rights in Australia
Other Skills:
• Attention to detail, excellent communication, professionalism, and ethics
Salary - $73,000-$83,000 Plus Super
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