Associate Financial Adviser
If youâ€™re a great communicator who can combined servicing skills with technical financial planning knowledge, and you are RG146 qualified right now, this could be the perfect role for you. We are looking for an Associate Adviser to join our elite team. You will have immediate exposure to clients, you will take a high level of responsibility in areas you are competent, and you will be mentored in areas of learning by our Head of Private Wealth.
This is a full time client servicing role in the Melbourne CBD. If you are more interested in a sales-oriented role with uncapped earnings, we have another vacancy for a adviser position here: https://www.seek.
823192793.1566945810-951062456.155 We are looking for a person to: Maintain very high service standards to our existing clients Extend very high service standards to our new clients Prepare advice to clients on many advice areas, on which you are already experienced: financial strategy, insurance, retirement planning etc Your main focus will be ensuring that our clients (existing and new) are moved through the advice process efficiently and with great service standards.
You will have servicing targets, and not sales targets. Our Vision To be the most respected Private Wealth Management business in the world. We are in the business of delivering a substantially better financial future for our clients.
Following 8 years since establishment, United Global Capital is now growing at a rapid pace due to our excellent investment performance and tailored financial advice. Youâ€™ll join a team which includes a Head of Private Wealth, a Chief Investments Officer, a Director of Property, 3 financial advisers, 4 paraplanners, plus office support staff, so you will be working in a dynamic team environment. Our Values are to be aspirational people of integrity, who are elite in our performance.
We are accountable for our results and accurate in all our dealings. If youâ€™re the Adviser weâ€™re looking for, you will be: A top communicator Attentive to details and instructions Organised Responsible A positive team player You must have: Great communication skills on the phone, face to face and by email Emotional intelligence Ability to see multiple points of view Requirements to be considered for this job are: You have qualifications to meet RG146 and can immediately be an Authorised Representative (if you require a Professional Year, we will support you) You have experience in writing Statements of Advice with a) financial modelling, and b) life insurance analysis You have experience in managing life insurance applications through underwriting You demonstrate you can follow instructions by reading this ad to the bottom If youâ€™re an elite performer that loves to help others reach their aspirations, then this could be the perfect role for you. How To Apply Please telephone our voice mail number on 03 8657 7632 and leave a message with the following informat....