Senior Financial Adviser / Team Leader WFM

Senior Financial Advisor / Team Leader - WFH

An unparalleled opportunity has arisen for a driven and energetic Financial Adviser to join an innovative Financial Planning Business 

No need to prospect. We have large numbers of new life insurance and retail super clients who have already requested and need advice ASAP.  It will be necessary to complete scoping, fact finds and produce SOA's as these new clients require complete reviews of their existing situation. 

The successful applicant can work from home anywhere in Australia on a full-time basis.  You need to be able to work unsupervised, provide advice to clients Australia wide as well as being responsible for leading the advice process for a small team of advisers.


Key role responsibilities:

 

  • Engage with clients to review their risk and super situation. 
  • Ability to lead small adviser team important. In particular, a key requirement is to oversee proposed strategies and to ensure compliant SOA's are being produced by the less experienced advisers.
  • Strict adherence to Risk, Compliance and Advice processes and protocols.

Key Requirements

  • DFP is essential.
  • 5+ years experience in a financial planning role, with thorough experience in risk and super advice. 
  • Sound para-planning experience would be useful.
  • High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
  • Excellent written and verbal communication skills.

12/10/2020 $0 Brisbane 1 Banking & Financial Services
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