Financial Advisor

Sydney, New South Wales, au
Company: Perpetual
Category: Business and Financial Operations Occupations
Published on 2021-07-30 06:19:06

What will you be doing?

Sounds interesting? Here are some specifics about the opportunity:

  • Prepare & present investment advice to prospective clients & provide ongoing strategic & investment reviews to existing clients
  • Provide expertise & support to a specific market segment
  • Support development of new business by completing prospecting activities & converting leads provided from a variety of sources, including client referrals & introductions from alliance partners
  • Participate in & conduct seminars organised by Perpetual Private & follow up leads as required
  • Maintain deep advice relationships with existing clients and seek referrals from these clients
  • Cross sell fiduciary/philanthropy/tax/risk advisory services & product opportunities to client base
  • Collaborate in the development of the Pod business plan & implement business plan, including channels to generate new business & referral sources
  • Collaborate with the paraplanning team, Associate Financial Advisers and other internal teams to manage the preparation of strategic financial plans and other ongoing workflow
  • What you will need to succeed:

    To be considered for this opportunity, your qualifications, skills and experience could include:

  • Completed or working towards a FASEA approved pathway and FASEA relevant degree
  • Adv Diploma Financial Planning / Financial Services or equivalent
  • 3-5 years’ experience in financial services
  • Demonstrate a drive for technical knowledge. Demonstrate a passion and pride in delivering successful outcomes.
  • Understanding of investment principles and investment strategy
  • Strong relationship management skills
  • Excellent written and verbal communication skills
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