Financial Adviser

Woods & Co; City of Melbourne; On-site; AUD 120,000 - 140,000; Full time

Benefits offered by this job

Back-office support

Pre-booked client meetings

Collaborative team environment

Career progression opportunities

Job summary

Woods & Co Recruitment partners with a Melbourne-based financial advisory and insurance specialist firm to recruit an experienced Financial Advisor. The role focuses on delivering tailored advice across superannuation, life insurance, and risk products with pre-booked meetings.

Join a supportive team that values client outcomes and offers genuine career progression. You will benefit from back-office support, ensuring you can focus on delivering high-quality advice to clients in Melbourne and

Qualifications

• Proven experience providing financial advice to clients.
• Strong communication skills with the ability to simplify complex information for clients.
• Client-first mindset with high attention to detail.
• Ability to work autonomously once meetings are handed to you.

Responsibilities

• Deliver tailored financial advice across superannuation, life insurance, and risk products.
• Attend pre-scheduled client meetings and provide expert recommendations.
• Conduct in-depth analysis of clients' financial situations, goals, and investor profiles.
• Build long-term client relationships based on trust and quality advice.
• Keep up to date with product and market changes across the super and insurance space.

Skills

Strong communication

Client-first mindset

Attention to detail

Autonomy

Education

RG146 / AFSL authorisation

Job description

Woods & Co Recruitment are proud to be partnering with a well-established Melbourne-based financial advisory and insurance specialist firm, who are seeking an experienced Financial Advisor to join their growing team.

What's in it for you?

• Salary of $120,000 - $140,000 + super
• All back office and admin work is taken care of for you
• Meetings are pre-booked - you simply walk in and deliver the advice
• Join a supportive, collaborative team with a strong focus on client outcomes
• Genuine career progression on offer for the right candidate

What you'll do:

• Deliver tailored financial advice across superannuation, life insurance, and risk products
• Attend pre-scheduled client meetings and provide expert recommendations
• Conduct in-depth analysis of clients' financial situations, goals, and investor profiles
• Build long-term client relationships based on trust and quality advice
• Keep up to date with product and market changes across the super and insurance space

What we're looking for:

• Current RG146 / relevant financial advice qualifications and AFSL authorisation
• Proven experience providing financial advice, ideally within superannuation and/or insurance
• Strong communication skills with the ability to simplify complex information for clients
• A client-first mindset and high attention to detail
• Ability to work autonomously once meetings are handed to you

Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce that values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or linguistically diverse backgrounds, all members, and genders of the LGBTQI community and people with disability.