Senior Financial Strategy Consultant

6 days ago

Tamworth, New South Wales, Australia beBeeAdviser Full time $65,000 - $95,000
Job Title

The primary role of this position is to assist Lead Advisers with the process of developing and implementing client advice and strategy.

This involves working closely with clients, preparing Statements of Advice (SoAs), developing complex financial strategies, and ensuring compliance with regulations.

Key responsibilities include:

  • Developing rapport and working relationships with clients.
  • Preparing high-quality SoAs.
  • Managing the implementation of advice outlined in SoAs.
  • Assisting Lead Advisers with workload management.

Key performance indicators include:

  • Timely communication with Principal Advisers.
  • High-quality and accurate documents and advice.
  • Compliant and timely completion of tasks.
Requirements

To be successful in this role, you will need:

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Knowledge of regulatory requirements and compliance procedures.
Benefits

This role offers:

  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Competitive remuneration package.

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