What’s the role?
The role of the Advice Remediation Manager is to ensure that you keep to the Advice Commitment of delivering consistent and quality advice to clients.
- Maintain and enhance existing and past client relationships in order to maintain strong reputation of integrity and honesty.
- Apply the methodologies and principles consistently, which have been developed for Advice Review Remediation for the review of advice provided by previous advisers
- Conduct client interviews and comprehensive needs analysis to ensure the provision of quality general and specific financial advice in relation to previous advice provided.
- Ensure that client investment and insurance needs have been satisfied with recommendations and wealth strategies.
- Provide clients with accurate information and review short and long-term wealth strategies provided to them
Skills & Experience required:
- ADFP or higher
- 4 years minimum experience as a Financial Adviser or Financial Planner
- Excellent relationship skills
- Demonstrated track record of making good decisions
To express your interest in this opportunity, don’t delay; please click apply now.
Tell me more
- Location: Working from home in Melbourne
- Rate: $500 pd + super
- Work Pattern: Standard business hours
- Start Dates: ASAP
- Duration: Until end of December 2020 (likelihood for extensions)