Senior Financial Adviser

Job Description

What can you expect?

 

  • This Financial Advice team provides tailored and comprehensive financial advice to a range of individual clients usually from members of superannuation funds

 

What is in it for you?

 

  • Professional environment where your career path really matters and is supported in a global organisation
  • Great team environment with energetic and supportive colleagues
  • Flexibility – suitable for full-time or part time (job-share) applicants

 

You will:

 

  • Manage a portfolio of clients to deliver on a high service promise to each client
  • Develop relationships with clients by helping them to achieve their goals
  • Build trusted referral relationships with other colleagues to help fulfil the comprehensive advice needs of their corporate clients

 

You need to have: 

 

  • Great attitude and enthusiastic team player
  • Belief in the value of advice and our purpose of creating better lives for clients
  • Financial Advising experience, managing existing clients and assisting new clients
  • Excellent relationship management skills
  • Excellent organisational and time management skills
  • Excellent verbal and written communication skills
  • Excellent technical skills – especially related to superannuation
  • Ability to see the big picture and yet attend to details
  • Completed or well advanced on path to FASEA Educational Requirements
  • Completed FASEA exam
  • Currently registered on the Financial Advice Register

 

Desirable:

  • Completed FASEA Educational Requirements
  • Experience with Xplan, Salesforce and Microsoft Office programs (excel, word, etc)

 

If you are interested in this role please get in touch with IRC today 0207 692 5668 or Info@ircfs.com.