Financial Investment Adviser - QLD

PHILLIP RILEY PROJECTS PTY LTD; Brisbane; On-site; AUD 88,000 - 108,000; Full time

Benefits offered by this job

Superannuation

Job summary

PHILLIP RILEY PROJECTS PTY LTD in Brisbane seeks an experienced Financial Investment Advisor to develop and implement financial plans for individuals and organisations and to advise on investment strategies, taxation implications, securities, insurance, pension plans and real estate.

Key tasks include meeting superannuation compliance, interviewing clients to determine financial status and objectives, developing plans and investment strategies, monitoring performance and adjusting plans as

Qualifications

• Strong analytical skills and attention to detail.
• Excellent client relationship abilities and communication.
• Solid understanding of investments, markets and risk.

Responsibilities

• 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
• 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
• 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

Skills

Analytic reasoning

Interpersonal communication

Attention to detail

Client relationships

Communication

Financial analysis

Risk management

Active listening

Investment knowledge

Time management

Job description

Job Type: Permanent position | Full time position

Job Description

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
• 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
• 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

Experience

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