About The Business

A boutique financial planning practice providing advice on superannuation, retirement planning, insurance, wealth creation, estate planning, and aged care. This is a long standing business with long term clients and the senior advisory team are seeking support as they focus more on new business development.

About the Role

The Review Adviser will be supporting the Senior Advisers with the delivery of advice by conducting review meetings and maintaining ongoing client relationships.

Responsibilities include:

Review Meetings

• Prepare for, and conduct review meetings, and discuss financial position, goals, and objectives of the client.
• Identify changes in circumstance, and opportunities for advice.
• Present and explain Statements of Advice (SOAs) and Records of Advice (ROAs) to clients.
• Discuss and educate clients on strategy recommendations, including risks, benefits, costs, and implementation requirements.
• Answer client questions and ensure client’s comfort with the advice provided.
• Managing work in progress by coordinating and prioritising with team members

Adviser Support

• Stay up to date with regulatory changes and market conditions
• Participate in team meetings and make an active contribution to the overall growth and success of the firm
• Maintain the systems so that client records and documentation are accurate
• Be proactive in terms of adviser and client communication and ensure an impeccable service is delivered to clients
• Review and quality-check ROAs and SOAs produced from Paraplanning team
• Demonstrated leadership skills through effectively coordinating workflows, supporting team members, and managing competing priorities.
• Proven ability to take initiative, solve problems proactively, communicate clearly with stakeholders, and maintain high standards of accuracy and professionalism.
• Experienced in guiding processes to completion, fostering collaboration, and contributing to a positive and productive team culture.

Skills

• Minimum 5 years’ experience in the financial planning industry
• Familiar with Xplan or the ability to learn quickly
• Comfort with delivering client presentations
• Sound knowledge across a broad range of strategies
• Curious, logical and procedural disposition
• Excellent accuracy and high attention to detail
• Analytical mindset with a proactive and efficient approach
• Ability to work extremely well in a fast-paced and often deadline driven environment
• Tertiary or post-graduate degree in Financial Planning