full paraplanning support as well as administration support

vor 2 Wochen

Council of the City of Sydney, Österreich Ensombl Vollzeit

SmartMoney Wealth Management, Sydney Olympic Park NSW, Australia Work Type In Person Role Type Advisor Employment Type Full Time About the business We are a diversified wealth management firm strategically positioned to provide holistic advice to predominantly wealth accumulator clients. Our young and dynamic team provides specialist holistic advice that our clients need including investments, superannuation, SMSF, retirement planning, home loans and personal risk insurance. Our team are specialists in their field and strategically positioned to help our clients meet their goals. About the role We have a unique opportunity for an ambitious Financial Adviser with a knack for driving sales while taking care of our clients and their best interests, to join our team in our next phase of growth. You will be supported by our home loans and property investment divisions to help you provide true holistic strategies and really make a difference to your clients and help them achieve their goals. You will be required to: Attend client discovery meetings to understand the needs of the client, diagnose their unmet needs and connect them to our specialist team where required. Manage the client sales process from initial client discovery to SOA implementation. Provide advice and guidance to new clients. Work with our Paraplanning team to formulate strategies to meet client needs and goals. Explain complex financial concepts to clients in an easy-to-understand manner. Manage and maintain client relationships, including meeting regularly with clients to review their financial plans and make necessary adjustments. Comply with all regulatory requirements, including providing clients with appropriate disclosures and ensuring all advice provided is in their best interests. You will be provided with full paraplanning support as well as administration support so you can focus on what you do best and spend more time with clients. Perks and benefits Enjoy a consistent supply of appointments from our Inbound and Outbound marketing initiatives and referrals. A competitive salary package with uncapped earning potential along with a clear path to partner . Opportunities for career advancement within our growing business. Work with an experienced, fun and supportive team. Full Paraplanning and administration support. Skills and experience A go-getter and passionate for providing holistic advice and personalised solutions to clients. Previous experience as a Financial Adviser who has successfully completed the FASEA exam (and on the Adviser register) You hold an appropriate FASEA approved course. Have a successful track record of providing holistic financial planning services to clients including SMSF clients. Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in an easy-to-understand manner. Ability to work independently and as part of a team. You must be willing to work from our office in Sydney Olympic Park. #J-18808-Ljbffr

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