Financial Adviser (Relationship Management) - Immediate Start

This is an excellent opportunity for a dedicated and highly motivated individual to further their financial planning career working with high value clients in a growing practice and a fast-paced work environment.

Role Overview
You will be responsible for providing high quality advice and service to a loyal client base with strong in-house and external support.

The successful candidate will:

Manage an existing portfolio of clients (of between 120 - 140 clients);

Manage client relationships, identifying individual client needs and delivering quality advice that matches their needs and circumstances;

Providing a high level of service that matches client expectations;

Focusing on client retention of existing relationships;

Grow the existing client portfolio via internal referrals from existing clients;

Work collaboratively with the broader team.

Skills and Experience
We are seeking a highly driven Financial Adviser with a robust track record for providing good quality advice and a passion for client service. You will also have:

Minimum of 5 years experience as a Financial Adviser;

Strong technical knowledge across the key disciplines of financial advice;

Impeccable compliance record in current and former roles;





Prior experience dealing with HNW clients will be highly regarded;

Must be on the ASIC financial adviser register;

FASEA compliant;

Tertiary Qualifications (or equivalent) in a related field or working towards;

Sound knowledge and experience using XPlan including modelling, WealthSolver and RiskResearcher

Excellent communication skills, both verbal and written;

Strong attention to detail and the ability to produce high quality work with high accuracy;

Solid knowledge of products within the market;

5+ years’ experience within financial planning industry with direct client service and advice duties.

Maintenance of a current non-restricted driver's license and own vehicle is also preferred.

About us
Operating out of offices in the Melbourne CBD and southeastern suburbs, and operating since 2000, the practice is a dynamic and professional team of advice professionals servicing a diverse range of clients numbering approx. 1000. The business caters for high net worth individuals with complex financial needs. Career advancement is available to suitable candidates.

The role is based out of our Notting Hill office.

#J-18808-Ljbffr

📌 Financial Adviser (Relationship Management) - Immediate Start (Moe)
🏢 Acorn Wealth
📍 Moe