Financial Advisor - Aged Care or Property Specialist

An outstanding opportunity has presented for an experienced financial advisor to join the team at this highly regarded and established financial advisory firm in the Inner East offering future Partnership.

Well recognised as a leading and established firm servicing a loyal and growing clientele, this is an exciting opportunity for a financial advisor to join the wealth team and leverage from the enormous prospect of leads and referrals to work alongside a dedicated aged care advisor in further growing this part of the business which is accelerating rapidly and is in true growth phase.

This role is supported by a dedicated team of associates and client services administrators, allowing you to build and strengthen client relationships, these being the forefront of the business.

Dedicated to a client centric philosophy, not only will this role afford you the opportunity to provide tailored and bespoke advice to a broad mix of clients, but see you become part of a trusted and well recognised firm that is continuing to grow year on year. Additionally, the culture and environment are second to none and you be working with an incredible, high achieving team that is friendly,



collaborative and truly looked after by the director.

For this role, we are looking for a financial advisor who can bring the following:

3+ years as a client facing financial advisor

CFP accredited, Bachelors degree and meeting FASEA requirements

Experienced in provision of quality, holistic financial advice to a range of clients including retirees, pre retirees, families, HNW clients and wealth accumulators

Broad and sound knowledge of financial planning principles, markets and products

Genuine passion for provision of client centric advice and enjoyment of building long standing relationships

Ideally experience and/or interest in aged care and/or property advice

Desire to establish yourself long term with the business aligning with its core values

In turn, you will be afforded the opportunity to work with a phenomenal team, be supported with a stable and highly competent support team and be a part of an inclusive, flexible work place culture that is hard to beat.

Exceptional career pathway to partnership and future equity opportunity on offer along with attractive salary and highly attractive and lucrative bonus structure.

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📌 Financial Advisor - Aged Care or Property Specialist (Melbourne)
🏢 Ivy Recruitment
📍 Melbourne