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 setting.
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 * 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 strong track record for providing positive 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 , the practice is a dynamic and skilled 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.
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📌 Financial Adviser Relationship Management Immediate Start Victoria
🏢 Acorn Wealth
📍 Victoria