Senior Financial Advisor

vor 3 Wochen

Perth, Österreich Tideri Jobbörse Vollzeit

POSITION DESCRIPTION – Financial Adviser
Position Title
Senior Financial Adviser
Company
Wealth Smart Australia
Date
30th October 2024
Direct reports
Two Client Service Officers and 2 offshore, 1 other advisor.
Reports to
Qualification/ Experience
Compliance Requirements:
Completion of ADFS.
RG 146 compliant for providing retail financial products advice.
Eligible to hold a Practicing Certificate under the appropriate Australian Financial Services Licence.
Attain and maintain the 5 ASIC core competencies for providing advice to Clients.
Accredited to distribute Wealth Management approved products:
Managed Investments
Superannuation
Gearing Products
Financial background with a good understanding of the financial services industry.
Previous client service experience.
Sales and networking experience.
Previous experience in producing financial plans for a large number of client referrals.
Technical skills
Ability to use initiative and work autonomously in ensuring deadlines are met.
Pre and post Retirement Planning skills.
Aged Care and all-round Financial Planning and risk skills.
Well-developed verbal and written communication skills.
Demonstrated PC literacy.
Product knowledge.
Demonstrated sales prospecting skills with a proven track record of achieving sales targets/results, ideally gained within the financial services industry.
A good understanding of the financial planning industry is essential; understanding of ANZ Client segments, products and distribution channels is desirable.
Strong networking and relationship building skills.
Proven client management skills.
Demonstrated high-level influencing and negotiation skills.
High-level communication skills, both written and verbal.
Ability to cope with a high workload and large customer base.
Excellent personal organization and time management skills, with the ability to coordinate workflow through prioritization of tasks, diary management, etc.
Job Purpose:
Service Existing Clients:
The Financial Adviser will provide accurate and timely advice to Client base.
In order to achieve this goal, will need to continually enhance their product and technical knowledge through ongoing personal development.
They will also need to maintain their administrative and Client records in accordance with business policies and compliance requirements.
Attract New Clients:
To meet agreed sales targets.
The Financial Adviser will achieve this by selling new business and retaining Clients by providing accurate and timely advice to Client base.
In order to achieve this goal, the Financial Adviser will need to prospect for new business, maintain their product and technical knowledge; and continually enhance their sales skills through ongoing personal development.
They will also need to maintain their administrative and Client records in accordance with business policies and compliance requirements.
Building Business Relationships
Using interpersonal communication styles and methods to maximize partnerships with business associates (e.g.
clients, suppliers, agents as well as other team members) to meet mutual business aims and objectives.
Client Relationship Management
Identifying potential for and developing new client relationships; proactively identifying client requirements; undertaking actions which meet and/or exceed client expectations; using communication styles and methods to ensure understanding and enduring client satisfaction.
Customer Service Orientation
Developing customer relationships by listening to and making efforts to understand the customer; anticipating and providing solutions to customer needs; prioritizing customer satisfaction.
Integrity/Self-Management
Displaying loyalty to the organization and others; acting professionally even when events cause anger and frustration; behaving in line with organizational values; behaving with ethical behavior both in conducting internal and external business activities.
Presentation
Effectively and impactfully presenting ideas to groups when given time for preparation (including non-verbal communication and use of visual aids); targeting presentations to the characteristics and the needs of the audience.
Technical/Professional Knowledge
Achieving a satisfactory level of technical and professional skills/knowledge in job-related areas; keeping abreast of current developments and trends in areas of expertise; demonstrating willingness to undertake continuing professional development.
Teamwork/Team Membership
Demonstrating the ability to work effectively in a team/work group or those outside the formal line of authority (e.g.
peers, senior managers), not as a team leader but as a valued member who assists in building morale and makes extra effort to help the team reach organizational goals; taking actions that respect the needs and contributions of others; contributing to, accepting and promoting the consensus.
Key Result Area
Major Activities
Create, maintain and leverage off new and existing referral networks and build key partnerships.
Initiate and develop an independent referral network.
Proactively identify and address new and existing sources of business.
Contribute to team targets, and meet or exceed individual targets.
Growth in fee-based revenue generated.
Clients
Proactively develop Client relationships and understanding of Client's needs.
Apply business knowledge and wealth creation strategies in order to help meet Client's financial goals, calling in specialists where required.
Assist Clients to plan for their financial goals by providing strategies, access to products, and ongoing service.
Deliver financial plans to Client under advice, calling in specialists when required.
Review portfolios and plans, and act as a reference point for clients.
Provide quality, timely, and precise responses to Clients.
Growth in numbers of clients.
Provide high level of service to Clients.
Process
Undertake 40 hours professional development per year.
Adhere to practice policies and procedures for Practicing Certificate Holders.
Adhere to legislative and regulatory frameworks, and licensee policies.
Drive efficiency and productivity.
Quality of Advice.
People
Build strong relationships within networks.
Develop referrals through Client recommendations.
Maintenance of professional knowledge & skills via the completion of training and development as agreed in personal development plan.
Effective coaching of Referral partners and end-to-end Client process to increase penetration.
Maintain CPD points.
Your application will include the following questions:
Do you have experience in administration?
Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a financial adviser?
Have you completed a RG146 compliance training course?
How many years' experience do you have in the financial services industry?
Do you have experience in a role which requires relationship management experience?
Do you have customer service experience?
Have you completed a qualification in financial planning?
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