Genuine career progression opportunity, Innovative, boutique Financial Advisory firm, Be mentored by senior advisors.
Sovereign Financial is a highly regarded financial advice firm that operates across Australia, offering a wide range of innovative financial advice and products. They have a proud heritage as a family business built on the values of Trust, Insight, Expertise and Relationships; known as the Sovereign Way. To their clients, Sovereign Financial are more than simply financial advisors and accountants. Their approach centers on providing truly valuable advice and an integrated approach to wealth management.
As a member of the Client Service Management team, you will work under the mentorship of a number of senior advisors as you develop the skills and knowledge to become a Financial Advisor. Financial Advisors work with individuals, families and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.
Your key duties will include:
Providing administrative support to financial advisors and private wealth clients, including developing skills in computer programs: XPLAN and MyProsperity.
Working with the Technical Support Team, developing your technical knowledge and paraplanning skills.
Working with the Investment Committee, developing your investment knowledge and Sovereign Financials investment process.
Providing support to Financial Advisors by conducting research on investment, superannuation and insurance portfolios.
Building and maintaining professional relationships with existing clients, internal and external stakeholders, including, Accountants, Lawyers, Finance and Property Brokers and other business professionals.
You must hold relevant qualifications including complete FASEA approved Bachelors/Masters degree. This role is suited to someone who is passionate about and has a desire to work in the financial advisory industry.
You must be able to demonstrate:
Ambition and a genuine desire to learn, grow and improve your technical knowledge
A high attention to detail, taking great pride in your work
The ability to provide a high-quality client experience
Exceptional verbal and written communication skills
Well-developed relationship building skills
Advanced computer skills
In return youll have the opportunity to work with a motivated and passionate team who love what they do. There will be plenty of opportunity to learn and develop your skills while working from beautiful modern offices in the heart of Ballarat.