Description:
Financial Adviser Job in Newcastle, Maitland & Hunter at Invest Blue - SEEKAbout you:Motivated team player with great people skills.Technical knowledge and knowledge of regulatory and legislative obligations related to financial planning.1+ years’ experience providing financial advice to clients.Outstanding communication skills, both written and verbal with a high attention to detail.Exceptional ability to keep track of multiple tasks, prioritise and deliver on set goals.Eager to learn and are willing, at times to unlearn.Brings fresh and innovative ideas to the table.Value a team culture.Has a positive can-do attitude.
Key role responsibilities:Provide exceptional advice to the clients of Invest Blue, through the provision of initial and ongoing support.Provide efficient, compliant, and accurate administration to deliver quality financial advice.Proactive interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.Work in progress reporting and task management.Proactive phone calls and client contact to ensure ongoing support services are delivered.
Desired Skills and Experience:Experience providing exceptional client service within a client facing environment.Demonstrate an ability to build and maintain effective relationships with clients and stakeholders.Demonstrated ability to plan, prioritise and schedule work targets and activities with minimum supervision.Ability to work under pressure and within a well-defined compliance framework.Experience with using financial planning software (e.g., Salesforce) desirable, but not mandatory.
Qualifications:Tertiary qualifications in financial advice or a related discipline (completed) – compulsory.FASEA higher education requirements met.Standard background checks include but are not excluded to criminal history, bankruptcy, ASIC.
Remuneration package offered ranges between $135,000 -$160,000, including super and leave loading, dependent on level of education and experience.
29 Mar 2025;
from:
uworkin.com