Financial Adviser - Client Reviews
- Drive the client review process and strengthen long-term relationships.
- Support Senior Advisers in delivering high-quality financial advice.
- Identify new advice opportunities and present strategies confidently.
- Review Adviser | Own the Client Relationship & Drive Advice Delivery
- Support 2 Senior Advisers & Become a Key Client Partner
- Coordinate Workflows, Manage priorities and Ensure Efficient Turnarounds
About The Business
A boutique financial planning practice providing advice across superannuation, retirement planning, insurance, wealth creation, estate planning and aged care. This long‑standing business has a loyal client base, and the senior advisory team is now seeking additional support as they increase their focus on new business development.
About the Role
As a Review Adviser, you’ll drive the client review process. This means reviewing client financial situations, conducting face to face meetings, strengthen long‑term relationships, and support Senior Advisers in delivering high‑quality financial advice. You’ll uncover new advice opportunities, present strategies with confidence, and ensure clients feel informed and supported. This role suits someone proactive, detail‑driven and collaborative, who enjoys client interaction and wants to grow within a boutique advice team.
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
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
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Skills
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