Financial Planning Expert
1 month ago
About Rory Mackie & Associates:
We are a leading Private Bank and Wealth Manager catering to High-Net-Worth clients. Our team is committed to providing exceptional financial advice and services.
Job Summary:
We are seeking a highly skilled Senior Financial Advisor to join our team. As a key member, you will provide personalized financial planning and advisory services to our esteemed clients.
Responsibilities:
- Analyze clients' financial situations and develop comprehensive financial plans, aligning with the latest regulations and best practices.
- Source new business opportunities through private banking channels and referrals from colleagues.
- Maintain strong relationships with private bankers, ensuring seamless collaboration and access to support services.
- Conduct annual financial reviews with clients, providing tailored recommendations and guidance.
- Stay up-to-date with industry developments, legislative changes, and product innovations to deliver expert advice.
- Collaborate with the Client Services Centre to address client queries and provide technical support.
- Assist regional management in developing marketing and sales strategies.
Requirements:
- Relevant tertiary qualification, preferably in finance or a related field.
- RE5 qualification is mandatory, while CFP certification is advantageous.
- Proven experience in a financial advisory role, particularly working with High-Net-Worth clients.
- Strong understanding of long-term insurance products, tax legislation, and estate duty regulations.
- Excellent interpersonal skills, with the ability to build trust and rapport with clients.
- Ability to work under pressure, prioritize tasks, and maintain a high level of organization.
Compensation:
The estimated salary for this position is $120,000 - $150,000 per annum, commensurate with experience and qualifications.
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