At a Glance
- Tasks: Engage with clients to create tailored financial advice and manage ongoing relationships.
- Company: Reputable boutique financial advisory practice in Melbourne's inner-east.
- Benefits: Competitive salary, profit share, and a supportive team environment.
- Other info: Collaborative culture focused on professional development and mentoring.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 82800 - 101200 $ per year.
We represent a well-regarded, client-focused, fee-for-service boutique practice, based in the inner-eastern suburbs of Melbourne.
It is wholly owned by the directors and has its own Australian Financial Services Licence.
In this exciting opportunity, reporting to the Managing Partner, you will engage with new referrals and prospective clients to prepare, present and implement personal statements of financial advice tailored to meet their individual goals and objectives.
Managing ongoing client relationships, you will deliver a high standard of service, including proactive and reactive communication, portfolio management, research, and implementation support.
Working collaboratively in a collegiate environment, it is important that you maintain the highest standards of professionalism in all client interactions and communications, and contribute to the ongoing training, development and mentoring of team members.
The base remuneration is very competitive, and there’s profit share arrangement based upon performance.
Candidates will be assessed on their overall suitability, experience, technical capability and cultural fit, rather than solely upon financial expectations.
All applications will be held in strict confidence.
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Senior Financial Planner in Melbourne employer: Mayers Recruitment Pty Ltd
Odyssey Victoria is an exceptional employer, offering a supportive work culture that prioritises employee well-being and professional growth. With a strong commitment to making a positive impact in the community, employees benefit from competitive salary packages, flexible working arrangements, and opportunities for leadership development within a respected organisation dedicated to reducing drug use and improving mental health in Victoria.
Contact Details:
Mayers Recruitment Pty Ltd Recruitment Team
