My client is a boutique financial planning firm based in Melbourne. Due to natural growth an opportunity has arisen on a permanent basis for a highly competent Financial Advisor to join the team on a permanent basis and provide holistic compliant financial advice to clients.
In this dynamic role, your key responsibilities include:
Your focus will be on servicing, retaining and providing ongoing advice to clients, developing relationships with referral partners and prospecting new opportunities through your strong business development expertise.
Sourcing new opportunities across the referral network and continually looking for any value added service we may be able to offer to potential new clients
Building and maintaining long term relationships with your clients
Ensuring that all advice and recommendations to clients or prospective clients is compliant, appropriate and in the clients' best interests.
Skills and experience
The successful candidate will be comfortable working in a fast paced and dynamic environment and able to build strong relationships with both internal and external stakeholders. You should be results driven, passionate about Financial Planning and have a strong compliance ethic and a strong customer focus and seek continual improvements whilst driving efficiency.
Specialist qualifications in gearing, debt lending and SMSF's would be an advantage (but not essential)
Mandatory: ADFP or a financial related degree (must have qualifications meeting FASEA requirements)
Minimum 3+ years financial advisory experience providing holistic advice to clients face-to-face (essential)
Proven success in setting and achieving targets and having compliant audit reports
To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Wealth Management sector, please contact Paul Zantuck on 03 8637 7320 or email your resume to email@example.com