Financial Investment Adviser - VIC

Phillip Riley is looking for an experience Financial Investment Advisor to join our team.

As our Financial Investor Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate.

Main Tasks:

assisting in meeting superannuation compliance requirements

interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies

monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets

arranging to buy and sell stocks and bonds for clients

advising on investment strategies, sources of funds and the distribution of earnings

setting financial objectives, and developing and implementing strategies for achieving the financial objectives

managing funds raised from personal superannuation savings policies and unit trusts

directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns

Key Skills:

Analytic reasoning

Interpersonal communication

Attention to detail

Client relationships

Communication

Financial analysis

Risk management

Active listening

Analyse and understand clients' financial objectives

Computer skills

Business Development

Excellent verbal communication skills

Flexibility

Investment knowledge

Problem solving

Research

Time management

A strong understanding of ethics

Ability to work under pressure

Discrete and confidential

Financial literacy

Negotiating and influencing skills

Minimum of 1 year experience required

Please note that only successful candidates will be contacted.

Salary $87,500 - $107,500 + Superannuation

Job Type: Full-time