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Full-time Financial Investment Adviser
2 weeks ago
Location: MELBOURNE, VIC
Salary: $60,001 - $80,000
Job Type: Permanent position | Full time position
Job DescriptionBusiness Name: 3P Financial Pty Ltd Location: Level 1, 390 St Kilda Road MELBOURNE 3004 Job Title: Full-time Financial Investment Adviser
Salary: $ Superannuation Tasks: ? Manage client relationships, including gathering detailed financial information (income, expenses, Superannuation, insurance, tax status, and objectives) and providing ongoing updates and progress reports.
? Analyse clients' financial situations and develop tailored strategies for investments, SMSF, insurance, and tax optimization to achieve their goals. ? Conducting thorough research on market trends, investment options, tax laws/regulations etc ? Preparing accurate Statements of Advice (SOA) and Records of Advice (ROA)
? Process investment and insurance applications, ensuring accuracy and compliance with financial requirements. ? Develop and present proposed financial plans, including projected income, portfolio growth, and tax summaries, to support recommended strategies. ? Facilitate new business implementation, follow up on applications, and keep clients informed about progress.
? Participate in client acquisition and business development initiatives, such as conducting seminars, building referral networks, and leveraging digital marketing strategies. ? Attend compliance meetings, document minutes, and ensure prompt follow-up on action items. ? Maintain expertise in financial products, investment strategies, and legislative changes through CPD and professional development.
? Collaborate with external experts, such as tax lawyers and the ATO, to enhance technical and strategic advice. ? Provide annual reviews, including strategic and investment advice tailored to client objectives. ? Handle client, accountant, and third-party inquiries efficiently, offering proactive and solutions-oriented support.
Skills and Experience Required: ? Min Bachelor degree in finance and relevant certificate in financial planning is essential ? Minimum 1 years of experience in financial planning is mandatory
? Hold provisional license at least ? Proven experience in working with intricate financial strategies, including tax-efficient structures, investment portfolio design, and retirement planning. ? Comprehensive understanding of regulatory and compliance obligations in the financial advice sector, including adherence to FASEA standards and ASIC guidelines.
? Exceptional ability to gather, analyze, and synthesize information from diverse sources, drawing logical, accurate conclusions to address client needs effectively. ? Broad knowledge of financial planning processes, portfolio construction, financial markets, investment vehicles, legal structures, and securities. ? Strong alignment with the firm's core values and purpose, demonstrating integrity, professionalism, and a client-centric approach in all interactions.
Please send your CV to **** Please include the job role title in your email.
