Financial Advisor- WA Talent Pool

Position summary

• Support the delivery of growth for assigned team/pod by developing new business referrals, delivering exceptional service to client book and supporting the Partner with management of end to end business operations (financial, operations, risk).
• This role also supports the development of wealth management professionals in the team/pod through coaching and training.
• Key responsibilities and tasks;

Business Growth & Development

• Lead and support the development of and execution of business and growth plans for team/pod
• Drive prospecting activities and conversion of leads to new business
• Drive cross sell and referral opportunities within the broader Partners Wealth Group business
• Build strong internal network and cross-functional relationships with relevant stakeholders

Client Service

• Support the development and implement client retention and acquisition strategies in alignment to the broader business development plan for the team/pod
• Provide exceptional client service to client book
• Support the Partner in delivery of exceptional client service to all client within team/pod

Coaching & Development

• Support Partner with development of a high performing team including attraction, engagement, development, succession and talent management activities aligned to PWG practices
• Mentor Associate Advisor during their professional year
• Support the execution of knowledge sharing within assigned team/pod and broader PWG business

Operations & Innovation

• Support management of team/pod operations including workflow and budgeting
• Drive process improvement to deliver efficiencies and identification and development of tools relevant to client segment

Risk and Compliance

• Lead the effective management of risk and compliance through implementing appropriate measures, controls and activities to ensure corporate and regulatory compliance

Team Culture

• Provide Partner with strategic insight into the operating rhythm, morale opportunities for the team/pod
• Identify opportunities to enhance cross-team operational performance
• Contribute positively to the culture of Partners Wealth Group and our Core Values

Education requirements

• FASEA relevant degree or working towards a FASEA approved pathway
• Advanced Diploma Financial Planning/Financial Services or equivalent
• Completed FASEA CPD training & development each year (CFP) Desirable

Experience requirements

• Minimum 3- 5 years’ experience in financial services industry
• Minimum 2 years financial planning specific experience
• Possess strong knowledge of the investment business and strong understanding of financial

planning concepts

• Experience in the provision of financial advice to the assigned client segment
• Business development skills/strong networks
• Strategic financial planning/advisory skills (technical and strategic competency)
• Strong working knowledge of financial services and financial planning market
• Excellent written and verbal communication skills
• Highly results driven including willingness to lead by example
• Experience with financial planning software
• Prioritising and time management skills and strong ability to work to deadlines

Partners Wealth Group have been recognised in the Top 10 AFR BOSS Best Places to Work Awards in 2022 and Certified Great Place to Work in 2024.

Our Culture

Fast paced and client focused

Accelerated Training & Development

• Genuine and friendly team environment
• Great office space; and
• Good social network
• Apply now and find out why we are a great place to work!