Senior Financial Adviser
vor 2 Wochen
We are looking for an experienced Retirement Planning Financial Adviser to join our team to work with our 4,000+ existing client base, and to lead the development of our Retirement Planning offering.
Your role will involve providing comprehensive retirement strategies for our long-term clients that are planning for, or entering into, retirement phase.
Many of these clients will have Self-Managed Super Funds (SMSF) so a good understanding of SMSF is desirable.
You will be a specialist in transition to retirement (TTR) and account-based pensions, the aged pension, and much more.
We are in an expansion phase so there is potential to make the role your own and have a direct influence on the future growth and design of the advice department.
We expect that within 6 months you will be leading a team of 3 or more advisers.
Most of our staff have been with us long term and built their careers through similar opportunities.
We are part of a broad-based wealth management business so you will be working closely with our accountants, solicitors, investment managers, finance, and client services teams.
Ideally looking to fill the position this year with a start date in early January.
Responsibilities:Provide advice to existing client base as requiredWork with our paraplanners, accountants, and investment team to implement strategiesWork closely with CEO on growth of advice businessAchieve KPI's regarding compliance, revenueComply with all industry rules and regulationsMaintain compliant files and company processes for file noting and using CRMEssential Experience Required:2 years plus experience in Retirement AdviceSMSFSpecialist in TTR and account-based pensionsAnnuitiesCentrelink and the aged pensionAged CareManaged Discretionary AccountsExperience with XPlanKnowledge of platforms such as Hub24, IOOF Expand, and AMP MyNorthStrong CRM skills such as Salesforce #J-18808-Ljbffr
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