Senior Financial Advisor - 4 Day Week, Path to Partnership

Ivy Recruitment; Melbourne; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

4 Day Week

Future Partnership

Supportive team

Job summary

Ivy Recruitment in Melbourne's Inner East/City Fringe is seeking an experienced financial advisor to join a growing advisory practice. You will play a key role in building a client book, leveraging referrals, and developing new business while receiving strong support from an experienced team.

A 4-day work week and potential future partnership are highlighted benefits. You will provide high-quality, holistic financial advice, manage client relationships, and contribute to strategic planning with

Qualifications

• Experience delivering holistic financial advice to a broad client base.
• Strong knowledge of investment and insurance products.
• Understanding of taxation, Centrelink, estate and retirement planning.
• Familiarity with compliance requirements in financial services.
• Excellent presentation and communication skills.

Responsibilities

• Network and leverage leads to grow the client base.
• Develop referral sources to introduce new clients to the firm.
• Provide high-end ongoing service to existing clients.
• Assess client situations and develop personalised financial plans.
• Attend client meetings and prepare strategy/recommendations for paraplanners.
• Handle client queries and maintain service standards.
• Support business development to expand the client book.
• Collaborate with associates, CSOs and paraplanners in a team-oriented environment.

Skills

Investment knowledge

Insurance products

Financial services industry knowledge

Compliance requirements

Client relationship building

Communication skills

Business development

Job description

Ivy Recruitment in Melbourne's Inner East/City Fringe is seeking an experienced financial advisor to join a growing advisory practice. You will play a key role in building a client book, leveraging referrals, and developing new business while receiving strong support from an experienced team.

A 4-day work week and potential future partnership are highlighted benefits. You will provide high-quality, holistic financial advice, manage client relationships, and contribute to strategic planning with