Financial Adviser

RIVA Recruitment; Melbourne; On-site; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Revenue share arrangement

Great support network

Job summary

RIVA Recruitment client seeks an experienced financial adviser to take on a sizeable existing book from day one, with the potential to grow your client base. The role is based in their newly upgraded Melbourne CBD office, working with a friendly team of planners and a client services staff.

You will develop relationships with clients, provide holistic financial advice, and collaborate with other advisers in a fast-growing, efficiency-driven practice that values excellent client experiences.

Qualifications

• Experience as a holistic financial adviser.
• Strong attention to detail and client relationship focus.
• Ability to manage and service an existing client book.

Responsibilities

• Develop relationships with clients and provide strategic holistic financial advice.
• Build strong relationships with colleagues and other advisers.
• Maintain client records to ensure high-quality advice.
• Maintain compliance with industry best practice.
• Deliver an exceptional client experience.

Skills

Holistic financial advice

Relationship building

Attention to detail

Education

Bachelor of Financial Planning or FASEA related course

Job description

About the company

Our client is anindependent 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 relationship withother 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.

Additional information

• Attractive revenue share arrangement
• Service and grow an existing book of clients
• Collaborative team culture and great support network