Excellent verbal and written communication including a strong listening ability and the ability to convey complex technical terms easily • Proven leadership skills – ability to manage and lead • Exceptional interpersonal skills with clients, team members and external parties • Client service and people focussed • Sound time management and organisational skills • Reliable and hardworking with good industry knowledge • Sound knowledge of products, systems and processes within the financial planning industry • Management of workflow and ongoing client service to a deadline • Attention to detail Senior Financial Adviser with strong technical knowledge and great relationship skills responsible for maintaining existing client relationships with Accumulators, Pre Retirees and Retirees. With a focus on growing the business through generation of new revenue and referrals. Duties and Responsibilities: • Liaising directly with clients through face to face meetings and phone calls. • Regularly review and revise plans based on changes in client needs or changes in financial markets, the economy, products, investments, compliance and relevant legislation. • Extract and identify client circumstances and needs and provide appropriate Financial Planning advice and strategies. • Refer clients to other service providers where a need is identified e.g. wealth protection specialist, accountant, solicitor. • Keep up personal knowledge of changes in financial markets, the economy, products, investments, compliance standards and relevant legislation. Manage and lead a small team to ensure ongoing client service and deadlines are met. Including checking and overseeing work.