Financial Adviser
Vor 5 Tagen
OakView Financial is an award winning financial advice firm located in Southport on the Gold Coast.
We utilise an innovative model which focuses on trust, transparency, and tailored strategies.
We take the time to slow down the process and ensure our clients understand our services and how we can support them on their journey to financial security.
We provide holistic advice services inclusive of but not limited to, super consolidation, wealth accumulation, personal insurance and pension advice.
Our vision is to be the most trusted household name in financial planning throughout Australia and we are well on our way to achieving this by living and abiding by our Core Values.
Our Core Values:
Integrity Reliability Trustworthy Consistency About the role:
We are looking for a highly motivated Senior Financial Adviser to join our growing team on a full-time basis.
We are a highly culture focused firm whose primary goal is to ensure you have every opportunity to succeed.
There are no failures, only opportunities to learn and develop.
Your leadership team takes care of you so you can take care of the clients.
Key Responsibilities:
Providing phone-based advice; our clients have access to our services regardless of their location, providing them with convenient, efficient advice.
Face to face Advice.
Responsible for the initial review of Superannuation and Insurance Advice.
Responsible for Annual Review and Ongoing Financial Advice.
Support clients to achieve their financial goals and objectives.
Support current advisers, paraplanners, and provisional advisers with strategy and decision making.
Review Advice and provide ongoing feedback to planners and provisional advisers.
Providing ad hoc advice on Insurance, Annual Reviews, Estate and Retirement Planning.
Ensuring Statement of Advice documents sent to clients are compliant and contain up to date relevant information with accurate scope of advice.
Accurately maintaining client records.
Investment Analysis and Portfolio Research as required by Director.
Ability to utilise Microsoft Office Suite (e.g., Word, Excel, OneNote, etc.).
Requirements:
Currently authorised as a financial planner and listed on the Financial Adviser Register.
FASEA approved with applicable qualifications.
Current AFP Check and Bankruptcy Check or willingness to have one completed.
Experience in a phone-based advice environment highly regarded.
Organised, detail oriented with strong time management skills.
Ability to rapport build in a phone-based environment.
Strong drive to always act ethically and in the best interest of the client.
Self-motivated, very high attention to detail, ability to prioritise workflow and able to work autonomously.
Excellent written and verbal communication skills.
Ability to work independently as well as part of a team.
Experience using Financial Planning Software highly desirable.
If this sounds like the position for you, we look forward to hearing from you
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