At a Glance
- Tasks: Build relationships and provide strategic financial advice to clients.
- Company: Join Australia's fastest growing independent financial planning firm.
- Benefits: Revenue share, existing client book, and rapid growth opportunities.
- Other info: Friendly, collaborative culture with efficient operations for exceptional client experiences.
- Why this job: Make a real impact in a vibrant team while helping clients achieve their financial goals.
- Qualifications: Bachelor of Financial Planning or related course and experience as a holistic adviser.
The predicted salary is between 59400 - 72600 $ per year.
Opportunity to join Australia's fastest growing financial advice firm.
About the company
Our client is an independent financial planning firm, with a national presence, who are self-licensed and are growing rapidly. They provide holistic financial advice to their clients, who are predominantly pre-retirees and retirees. With industry leading efficiency, their operations are key to their ongoing success, as is their excellent investment offering.
About the role
Our client is seeking an experienced advisor to take on a sizeable book of existing clients from day one with the opportunity to build out your client base. The role is located at their newly upgraded Melbourne CBD office. You will be working alongside a friendly team of financial planning professionals including your own associate and a client services team.
Key responsibilities
- Develop relationships with new and existing clients and provide strategic holistic financial advice
- Build strong relationships with other advisers and associates in the firm
- Maintain client records to ensure high quality and consistent advice
- Maintain high compliance standards in line with industry best practice
- Deliver an exceptional client experience.
Skills & experience
- Bachelor of Financial Planning or FASEA related course
- Experience working as a holistic financial adviser
- Strong attention to detail and relationship focused
- Ability to build strong rapport with clients and colleagues
- Willingness to take on and service an existing book of clients.
Culture
- Friendly, collaborative and vibrant team environment
- Efficient operations to enable you to prioritise a valuable client experience
- Fast paced and rapidly growing.
Benefits
- Be a part of Australia's fastest growing Financial Planning firms
- Existing book available to start with, then the opportunity to grow your own client book at a rapid rate
- Revenue share arrangement.
Financial Adviser in Melbourne employer: RIVA Recruitment - Australia
As a leading Australian Fund Manager, our client offers an exceptional work environment that prioritises personal growth and professional development. Employees benefit from competitive salaries, flexible working arrangements, and a collaborative culture that encourages mentorship and teamwork. This role not only provides the opportunity to drive significant business growth but also to lead a talented team in a dynamic and supportive setting.
Contact Details:
RIVA Recruitment - Australia Recruitment Team
