Financial Adviser

First Financial; Melbourne; Hybride; AUD 110 000 - 160 000; Plein temps

Avantages offerts par ce poste

Hybrid work

Equity opportunities

Bonus potential

Résumé du poste

First Financial in Melbourne is seeking an experienced Financial Adviser to service a high-quality portfolio of existing clients, including high-income families, pre-retirees, and business owners. You will work with Associate Adviser, Paraplanners, and Client Services to deliver strategic financial advice across investments, superannuation, retirement planning, and risk management.

Based in our Collins Street office, this role offers a competitive remuneration package with an uncapped bonus,

Qualifications

• 3+ years of experience in a financial advisory role.
• Proven ability to deliver high-quality personal advice to a diverse client base.
• Degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning.
• Strong technical knowledge of investments, retirement planning and superannuation.
• Proficiency with Xplan and MS Office tools.

Responsabilités

• Deliver strategic, client-focused financial advice tailored to goals and circumstances.
• Build and deepen trusted relationships with existing clients.
• Collaborate with Associate Adviser, Paraplanners and Client Services to support research and implementation.
• Maintain high standards of advice quality, compliance and professional conduct.
• Contribute to growth by leveraging partnerships and referral networks.

Connaissances

Investments planning

Retirement planning

Superannuation

Client relationship mgmt

Xplan

MS Office

Formation

Business/Economics/Finance/Commerce degree

Graduate Diploma of Financial Planning

Outils

Xplan

MS Word/Excel/Outlook

Description du poste

As a result of our continued client growth, we have an outstanding opportunity for an experienced Financial Adviser to work with a high-quality portfolio of existing clients. The portfolio typically includes high-income families, pre-retirees and business owners, with further growth opportunities through existing clients, internal referrals and strategic partnerships.

You’ll work closely with your Associate Adviser, Paraplanners and a skilled Client Services team to ensure seamless advice delivery.

Working from our Collins Street office, located at the Paris end of Melbourne's CBD, you’ll join a highly respected wealth management firm, known for delivering high-quality advice and exceptional client outcomes where you can focus on delivering strategic financial advice across investments, superannuation, retirement planning, wealth creation and risk management.

Key responsibilities

Reporting to the Head of Advice, the responsibilities of the Financial Adviser role include:

• Delivering strategic, client focused financial advice tailored to individual goals, needs, and circumstances;
• Building trusted relationships with existing clients, deepening engagement over time and identifying opportunities to deliver sustainable long-term outcomes;
• Partnering with your Associate Adviser, Paraplanning and Client Services to support research, advice preparation, and implementation, ensuring clients receive a seamless and efficient advice experience;
• Maintaining high standards of advice quality, compliance and professional conduct in line with industry regulations and best practice standards; and
• Contributing to the growth and success of a professional, high performing advice team by sharing your expertise and skills in partnering with other advisers and strategic partners.

The Benefits to You

• A competitive remuneration packageincluding an uncapped bonus structure and other benefits
• An established, high-quality client portfolio with genuine scope to deepen relationships and identify new opportunities;
• Strong referral pathways and strategic partnerships that support continued client and business growth;
• Dedicated support from an experienced team of Associate Advisers, Paraplanners, Client Services and Investment professionals;
• Be a part of a growing business that continues to invest in its people, technology and client experience;
• A professional, collaborative and high-performance culture where advisers are supported to do their best work;
• Hybrid working arrangements;
• Equity opportunities for the right person to participate in the future growth of the business.

What we're looking for

• Proven experience delivering high-quality personal advice and managing established client relationships;
• Strong technical skills with an excellent understanding of Investments, Retirement Planning and Superannuation (including Self-Managed Super Funds)
• Confidence working with a diverse client base, including high-income families, retirees, sophisticated investors and business owners;
• Sound judgement, commercial awareness and a strong commitment to advice quality and compliance;
• Strong stakeholder management skills and the ability to work effectively with referral partners and internal teams;
• Excellent time management, prioritisation and communication skills;
• Experience working with Xplan, Microsoft Word, Excel and Outlook
• Relevant industry qualifications including degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning
• Minimum of 3 years' experience working in a similar role
• Ability to uphold our values and standards in professionalism, respect and performance

About First Financial

First Financial is a leading wealth management firm with a strong reputation for delivering high-quality strategic advice to clients who value trusted, long-term professional guidance.

We are continuing to grow and invest in our people, technology, partnerships and client proposition, creating an environment where advisers can do their best work with strong technical, operational and leadership support around them. Our culture is professional, collaborative and high performing, with a clear focus on delivering exceptional client outcomes, developing our people and building a business that our team are proud to be a part of.