Full-time Financial Investment Adviser

Job Overview

Job Description

Business Name: 3P Financial Pty Ltd
Location: Level 1, 390 St Kilda Road MELBOURNE 3004
Job Title: Full-time Financial Investment Adviser
Salary: $73150 + Superannuation

Tasks:
Manage client relationships, including gathering detailed financial information (income, expenses, Superannuation, insurance, tax status, and objectives) and providing ongoing updates and progress reports.
Analyse clients’ financial situations and develop tailored strategies for investments, SMSF, insurance, and tax optimization to achieve their goals.
Conducting thorough research on market trends, investment options, tax laws/regulations etc
Preparing accurate Statements of Advice (SOA) and Records of Advice (ROA)
Process investment and insurance applications, ensuring accuracy and compliance with financial requirements.
Develop and present proposed financial plans, including projected income, portfolio growth, and tax summaries, to support recommended strategies.
Facilitate new business implementation, follow up on applications, and keep clients informed about progress.
Participate in client acquisition and business development initiatives, such as conducting seminars, building referral networks, and leveraging digital marketing strategies.
Attend compliance meetings, document minutes, and ensure prompt follow-up on action items.
Maintain expertise in financial products, investment strategies, and legislative changes through CPD and professional development.
Collaborate with external experts, such as tax lawyers and the ATO, to enhance technical and strategic advice.
Provide annual reviews, including strategic and investment advice tailored to client objectives.
Handle client, accountant, and third-party inquiries efficiently, offering proactive and solutions-oriented support.

Skills and Experience Required:
Min Bachelor degree in finance and relevant certificate in financial planning is essential
Minimum 1 years of experience in financial planning is mandatory
Hold provisional license at least
Proven experience in working with intricate financial strategies, including tax-efficient structures, investment portfolio design, and retirement planning.
Comprehensive understanding of regulatory and compliance obligations in the financial advice sector, including adherence to FASEA standards and ASIC guidelines.
Exceptional ability to gather, analyze, and synthesize information from diverse sources, drawing logical, accurate conclusions to address client needs effectively.
Broad knowledge of financial planning processes, portfolio construction, financial markets, investment vehicles, legal structures, and securities.
Strong alignment with the firm’s core values and purpose, demonstrating integrity, professionalism, and a client-centric approach in all interactions.

Please send your CV to . Please include the job role title in your email.