• Maintain ongoing client relationships and conduct review meetings
• Trusted by Advisers to manage paraplanning team
• Long-standing firm in Martin Place location

About The Business
A boutique financial planning practice providing advice on superannuation, retirement planning, insurance, wealth creation, estate planning, and aged care.

About the Role
The Review Adviser will be supporting the Senior Advisers with the delivery of advice by conducting review meetings and maintaining ongoing client relationships.

Responsibilities include:

Review Meetings

• Prepare for, and conduct review meetings, and discuss financial position, goals, and objectives of the client.
• Identify changes in circumstance, and opportunities for advice.
• Present and explain Statements of Advice (SOAs) and Records of Advice (ROAs) to clients.
• Discuss and educate clients on strategy...