Financial Advisor

deVere Australia Group; City of Melbourne; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive commission

Career progression

Ongoing training

Compliance infrastructure

Tech support

CRM systems

Product training

Global events incentives

Job summary

deVere Australia Group in Melbourne is seeking qualified financial advisers to join a renowned global wealth management firm. You’ll manage a diverse client portfolio, deliver needs-based solutions, and grow Assets Under Management within a fully supported, compliance-led framework.

Applicants should hold Australian Qualifications in Financial Planning, have strong sales experience, and a track record with high-net-worth clients.

Qualifications

• Australian Qualifications in Financial Planning.
• Strong sales acumen with proven face to face client advisory experience.
• Demonstrated financial sales track record.
• Strong analytical skills with attention to detail.
• Experience advising high net worth clients (desirable).
• Knowledge of superannuation, pension products, offshore investments, bonds or fintech solutions (advantageous).
• Professional, trustworthy and commercially driven.
• Ambitious, target-focused and motivated by performance.

Responsibilities

• Build and develop a bank of wealth management clients and manage a portfolio.
• Support clients with personalised advisory approach and build trusted relationships.
• Grow Assets Under Management by identifying client needs and opportunities.
• Conduct in-depth financial reviews to identify objectives.
• Deliver tailored, needs-based wealth management solutions.
• Maintain compliance with legislative, regulatory and quality standards.
• Advise across a full range of wealth management solutions including pensions, superannuation, investments.

Skills

Sales acumen

Face-to-face advisory

Analytical skills

Client relationship management

Commercial drive

Education

Australian Qualifications in Financial Planning

Tools

CRM systems

Job description

Whether you’re newly qualified and ready to begin your career in financial advice, completing your Professional Year, or already have experience as an Adviser and are looking for your next opportunity, deVere Australia would like to hear from you.

deVere Australia is an award winning, global financial advisory firm committed to delivering meaningful outcomes for our clients and building long term, sustainable careers for our advisers. Professional development and continuous training form the foundation of our culture.

This role offers the opportunity to manage a diverse client portfolio, grow Assets Under Management, and operate within a fully supported, compliance led framework.

Key Activities

• Build and develop a bank of wealth management clients (B2C only).


• Manage and support a portfolio of clients, building strong, trusted relationships through a personalised advisory approach.


• Build continuous AUM (Assets Under Management) by identifying client needs and uncovering additional financial opportunities.


• Conduct in depth financial reviews to identify personal and financial objectives.


• Deliver tailored, needs based wealth management solutions.


• Continuously gather and assess information to identify potential risks and opportunities for clients.


• Advise across a full range of wealth management solutions, including:


• UK pension transfers and QROPS, Australian superannuation rollovers, Lump Sum Investments, Fixed-Income Products, Global Funds (Equity & ESG), Regular Savings Plans, Portfolio Bonds & International Pension Planning


• Maintain full compliance with all legislative, regulatory and quality standards.

Skills & Qualifications

• Australian Qualifications in Financial Planning.


• Strong sales acumen with proven face to face client advisory experience.


• Demonstrated financial sales track record.


• Strong analytical skills with attention to detail.


• Experience advising high net worth clients (desirable).


• Knowledge of superannuation, pension products, offshore investments, bonds or fintech solutions (advantageous).


• Professional, trustworthy and commercially driven.


• Ambitious, target-focused and motivated by performance.

Company Benefits

• Transparent, competitive commission structure.


• Clear career progression opportunities.


• Ongoing individual and team-based training.


• Industry leading compliance and administrative infrastructure.


• Dedicated technical support department.


• Advanced IT & CRM systems aligned with evolving industry standards.


• Full product training.


• Company incentives to Global events

This opportunity is suited to advisers who are commercially focused, relationship driven, and committed to delivering high quality wealth solutions.

Applicants must be based in Australia with full working rights and Financial Planning qualifications to be considered.