Senior Financial Adviser — Start with Established Clients

RIVA Recruitment - Australia; Melbourne; Sur place; AUD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Revenue share arrangement

Existing book available to start with

Fast-paced and growing culture

Résumé du poste

RIVA Recruitment - Australia is representing a rapidly expanding financial planning firm in Melbourne. We are seeking an experienced advisor to take on a sizeable existing client book from day one with the opportunity to grow your own client base.

The position is based in the newly upgraded Melbourne CBD office and involves collaboration with a supportive team. You will work alongside a friendly group of financial planning professionals, including an associate and a client services team, while

Qualifications

• Experience delivering holistic financial advice to retirees.
• Strong focus on compliance and quality records.
• Ability to manage relationships with clients and colleagues.

Responsabilités

• Develop relationships with new and existing clients and provide strategic holistic financial advice
• Build strong relationships with other 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

Connaissances

Holistic financial advice

Client relationship mgmt

Regulatory/compliance know-how

Attention to detail

Formation

Bachelor of Financial Planning

Description du poste

RIVA Recruitment - Australia is representing a rapidly expanding financial planning firm in Melbourne. We are seeking an experienced advisor to take on a sizeable existing client book from day one with the opportunity to grow your own client base.

The position is based in the newly upgraded Melbourne CBD office and involves collaboration with a supportive team. You will work alongside a friendly group of financial planning professionals, including an associate and a client services team, while