In the last 25 years, McKinley Plowman (MP+) has grown to be one of WA's largest and most successful full service practices.
With a diverse service offering to our clients, developed using the skills of our team, we look to take our own business and our client's businesses to new heights and further success.
We have accountants, business advisors, dedicated wealth experts, property specialists, superannuation specialists, finance brokers and our own marketing and branding consultancy.
Our services differentiate us, but our people define us.
Note: We request that you apply directly to us in your own capacity as no resumes will be accepted from recruitment agencies in relation to this position.
Job Description
The role…
The Wealth Adviser role is varied, dynamic, and will provide the successful candidate with a fantastic opportunity to learn and develop in the Financial Advice industry within in a supportive, growth-focused team.
Key responsibilities of the role include:
Client Meetings (file notes/fact finds)
To sit in on client appointments with advisers
Responsible for taking detailed meeting notes to be input using the agreed template/format (AI is used to assist with this process)
Post-meeting updates to client details/Fact Find
Attend to client tasks, and follow up with clients any outstanding information, post-meeting
Strategy Development, Research & Advice Requests
To liaise with the advisers to develop appropriate strategies
Research as required using Wealth Solver & Risk Researcher
Preparation of Paraplanning Advice Requests using the agreed template/format
Checking of advice documents
Assist with checking advice documents
Maintain Professional & Technical Financial Planning Knowledge
Attend appropriate courses, keep up to date with latest trends in financial planning to ensure an up-to-date understanding of the financial planning profession and legislation is maintained
Maintain product, technical and compliance knowledge/requirements in accordance with the practice and industry guidelines
Maintain understanding of obligations and ensure compliance with this and other regulatory legislation and standards
Desired Skills and Experience
Who we’re looking for…
The successful candidate for this role will possess the following:
Essential
Bachelor degree in relevant discipline (Financial Planning, Finance, Economics etc) or alternately 3 + years’ experience in a similar role*
Intermediate to advanced level of Microsoft Office Suite (Outlook, Word, Excel & PowerPoint)
Ability to quickly learn the features and functionality of appropriate financial planning software and other business systems
Determination to deliver on personal goals and objectives
Ability to work collaboratively in a professional team
Self-motivated with regard to personal and professional development
Desirable
Good knowledge of the regulatory environment for Financial Advice
Formal qualification in Financial Planning
Experience within the financial services industry
XPlan experience
Personal Attributes & Behavioural Traits
Organisational skills – the ability to efficiently plan, provide for contingences and balance competing demands
Analytical skills – the ability to ask the right questions to fully understand the Financial Adviser and client’s specific needs
Communication skills – excellent interpersonal skills with the ability to communicate effectively with others. Able to convey technical financial details in a clear and accurate manner. Able to assist with client presentations as needed.
Capacity to learn – the ability to assimilate and apply new position-related information that may vary in complexity in a timely manner and learn the features and functionality of appropriate financial planning software and the practice’s business systems
Self-awareness – appreciates the impact of self on others – has empathy for others
