Financial Adviser (Relationship Management) - Immediate StartThis 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 OverviewYou 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 ********* 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 ExperienceWe are seeking a highly driven Financial Adviser with a robust track record for providing valuable 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 RiskResearcherExcellent communication skills, both verbal and written;Solid 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 usOperating out of offices in the Melbourne CBD and southeastern suburbs, and operating since ****, the practice is a dynamic and professional team of advice professionals servicing a diverse range of clients numbering approx.
****.
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-*****-Ljbffr

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