Full Time Associate Financial Adviser

2 weeks ago


Australia Business Nest Full time

Requirements:
Business Name: Masu Financial Management Pty Ltd
Location: Suite 803, Level 8/55 Clarence Street, Sydney, NSW - 2000
Job Title: Full time ? Associate Financial Adviser - Pathway to Adviser - PY Year

**Salary**: $70,000 plus superannuation
Skills and Experience Required:

- MinBachelor degree meeting all relevant FASEA requirements
- Minimum 3 years of experience
- Hold at least provisional license and have passed the advisor exam
- Experience working with complex strategy
- Knowledge of Xplan is essential
- Excels in time management, adhering to deadlines and efficient workflow.
- Proactive & solution driven
- Professional communication & confidence to meet with clients in person.
- Attention to detail & ability manage multiple priorities
- Excellent written and verbal communication

**Responsibilities**:
**Tasks**:

- Interviewing clients and collecting information on their income, expenses, Superannuation, insurance coverage, tax status and objectives.
- Analysing clients? financial situation and formulating strategies according to their goals which includes on investments, SMSF and insurance
- Conducting thorough research on market trends, investment options, tax laws/regulations etc Preparing accurate Statements of Advice (SOA) and Records of Advice (ROA)
- New business implementation
- Assisting in all marketing and business development activities and all general administration to Group
- Facilitatingannual reviews, including strategic and investment advice
- Attending monthly Compliance meetings, writing minutes and following up any matter arising
- A proactive and solutions
- Oriented mindset, with a passion for delivering exceptional client service.
- Comply with Continuing Professional Development (CPD) requirements.

JOB TYPE

Work Day: Full Time

Employment type: Permanent Job

Salary: AUD 70,000.00 Yearly

Positions available: 1

JOB REQUIREMENTS

Minimal experience: Unspecified

Gender: Indistinct



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