Senior Financial Adviser

Summary:

As a Senior Financial Adviser with Apt Wealth Partners, your role encompasses a leadership position, building on the foundations laid as a Financial Adviser. You will assume the primary responsibility for a portfolio of ideal clients. You will nurture strong internal and external stakeholder relationships and deliver tailored financial advice for all new and existing clients. Drawing from your extensive experience, your leadership will extend to fostering a collaborative team environment, facilitating knowledge sharing, and promoting professional growth among team members. In addition to mentoring, you will also be responsible for building client referrals, leveraging your strong client relationships and reputation within the industry. Your ability to cultivate and maintain client trust will not only contribute to the growth of our clientele but will also solidify Apt Wealth Partners position as a top financial planning firm.

Responsibilities:

• Attract new and potential clients and leads through referral partners and private referrals 

• Mentor junior financial planning employees of Apt Wealth and be proactive in encouraging their development  

• Proactively identify opportunities to improve current client financial services offering and/or identify opportunities to build own client referral network.  

• Be a leader in the organisation for younger staff to follow, demonstrating the behaviours and activity that drive success 

• Provide consistent quality personalised advice to both new and existing clients considering their goals, objectives and circumstances 

• Meet Apt Wealth Partners Advisers targets: revenue, firm efficiencies, pricing targets and compliance obligations. 

• Ensure compliance standards and service standards are met for all prospect and existing clients of Apt  

• Ensure all client interactions and documentation adhere to industry regulations and internal compliance standards 

• Actively contribute towards Apt Wealth’s drive to continuously develop and improve processes, employees and technologies 

Qualifications:

• 7+ Years experience in financial planning firm, including a minimum of 2+ years as an associate adviser 
• 2+ years experience in building and developing referral networks