Advice Remediation Manager

The opportunity:

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.

Start: 20th January 2020

Rate: $500pd + super

Location: Perth CBD

Contract: Till June 30th 2020

Your responsibilities:

• 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

Requirements for the role: 

• ADFP or higher
• 4 years  minimum experience as a Financial Adviser or Financial Planner 
• Excellent relationship skills 
• Demonstrated track record of making good decisions

If you would like express your interest in this opportunity, please send your resume to resume@momentaresourcing.com.au or call our Resourcing team on 02 8211 0647