Job Description

Introduction

The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.

Key Responsibilities

Your tasks will typically involve:

conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements providing clients with information on new and existing products, benefits and services designing financial strategies assisting clients to make informed decisions reviewing and responding to clients changing needs and financial circumstances contacting clients with news of new financial products or changes to legislation that may affect their savings and investments Review client policies regularly to determine if adjustments are needed because of personal or financial changes

Qualifications and Experience

RE5 qualification At a minimum 2 years' experience as a Financial Advisor Strong Customer focus Networking skills Proactive engagement Service orientated mind-set is critical Strong Planning and organisational skills
Job Types: Full-time, Permanent

Application Question(s):

Do you have a RE5 qualification? How many years experience do you have in the field?
Work Location: In person