Financial planning

KnowledgeMaster International; Melbourne; Hybrid; AUD 80,000 - 120,000; Full time

Benefits offered by this job

Office space

Parking

Computers and communications

Job summary

KnowledgeMaster International is seeking experienced advisers in Melbourne to focus on client advice rather than compliance and product differentiation. The role requires at least 10 years in the advice field and relevant qualifications, with a goal of helping clients achieve their financial and protection objectives.

Success in this position will come from credibility with upper-level advisory needs, leveraging the firm’s client databases and network in Melbourne’s southeast.

Qualifications

• Minimum 10 years practical experience in the advice profession.
• Appropriate qualifications and education requirements.
• Experience providing upper-level financial planning and protection strategy advice.

Responsibilities

• Advise a range of existing clients from the firm’s database.
• Help source new clients by managing existing databases.
• Provide expert advice with insurance products and SMSF considerations.

Skills

Experience in financial advice

Insurance products expertise

SMSF administration

Job description

A thriving Victorian practice is looking for experienced advisers wanting to give advice to clients rather than be caught up in compliance, risk management and product differentiation.

You will have at least 10 years practical experience in the advice profession with the appropriate qualifications and education requirements.

This is an opportunity to be involved in helping clients reach their aims in financial planning and protection strategy.

Your experience and credibility would be a real advantage for the clients that need upper-level advice, planning and direction.

The role

• Specific advice adviser, working with a range of existing clients from the firm’s database
• Located in Melbourne’s SE
• Remuneration is negotiable from a reward for new business introduction, basic salary or commission incentives
• Expertise with insurance products, insurance ownership and SMSF administration an advantage
• Office space, parking, computer and communications facilities available.
• Help with sourcing new clients available by managing existing databases