An exceptional opportunity has arisen to join a leading boutique firm in Melbourne's Inner South/Eastern suburbs inheriting an existing book of predominantly retiree and pre retiree clients. There is also plenty of scope to further grow this book via incoming leads and referrals whilst being fully supporting by internal CS and Associates.

Working closely with another senior advisor and the principal of the firm, this opportunity is a genuine client facing role servicing an enviable and established clientele providing tailored comprehensive financial advice.

About the role

To develop a long-term client base through effective relationship building, appropriate strategic recommendations and exceptional client service whilst fulfilling a fiduciary role to clients in financial advice recommendations.

Key responsibilities

Network, generate leads and seize opportunities to increase the client base

Liaise with providers, solicitors, accountants, valuers, and other professionals as required and develop referral sources in order to introduce new clients to the firm

Assess clients' financial situations, offer strategic advice on various financial products and services, and develop personalised financial plans for individual clients

Provide client advice following meetings,



preparing strategy/recommendations for paraplanners to write, vetting advice

Service all clients within their EFDS period and to stated service standards

About you

Knowledge of investment and insurance products

Extensive knowledge of financial services industry and products

Knowledge of legislative and compliance requirements

Knowledge of taxation, estate planning, SMSF and life insurance

Exceptional communication and relationship building skills

3+ years post PY experience as a financial advisor

Desire to service, retain and build client base with long term view in mind with firm

The firm

Exceptional culture and supportive team setting, ethical and strong values based business, loyal and established clientele, strong leadership and ongoing development opportunities, standard 9-5 business hours, office based role.

In turn, you will be afforded the opportunity to join a highly respected business known in Melbourne for it's provision of quality financial advice to a long standing and growing clientele and be rewarded with a highly attractive salary and commission structure second to none that is extremely lucrative!

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📌 Senior Financial Advisor - $150k + lucrative bonus structure (Melbourne)
🏢 Ivy Recruitment
📍 Melbourne