Advancing Financial Adviser

Role Overview

A financial-services team is seeking a Financial Adviser to build trusted client relationships and provide practical advice aligned with customer goals.

This position combines day-to-day delivery with accurate administration, timely follow-through and professional coordination with the people and teams who rely on the role.

Responsibilities

The successful candidate will be expected to take ownership of the following areas:

• Meet clients to understand financial needs, priorities and risk considerations. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Recommend suitable financial solutions and explain them clearly. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Build and maintain a quality client pipeline through referrals and proactive engagement. Maintain clear records, communicate progress and escalate exceptions promptly where required.
• Maintain compliant records, follow advice processes and provide ongoing client service. Maintain clear records, communicate progress and escalate exceptions promptly where required.

Requirements

Applicants should be able to demonstrate the following capabilities in a structured, deadline-driven working environment:

• Financial-advisory experience and relevant regulatory or industry knowledge. Apply sound judgement, dependable follow-through and a collaborative working style.
• Strong relationship-building, presentation and listening skills. Apply sound judgement, dependable follow-through and a collaborative working style.
• Self-motivated, ethical and comfortable working toward commercial targets. Apply sound judgement, dependable follow-through and a collaborative working style.
• Valid driving licence and willingness to develop a local client network. Apply sound judgement, dependable follow-through and a collaborative working style.

Success Profile

Success in this role will come from combining technical or functional competence with sound organisation, clear communication, attention to detail and a consistent focus on quality, service and safe working practices.