The Role

With the continued growth of the financial advice business, an chance has arisen for an experienced financial adviser.

Through strong client service you will focus your time on servicing an existing book of well-established clients, and be provided the opportunity to grow your own book through new client leads. Using all the provided resources of the business you can also benefit from full paraplanning and admin support:

- Engage and service a strong book of clients
- Conduct discovery meetings with prospective clients and take them through the advice process
- Build trust, understand client goals, and guide them through the decision to engage with the business

Skills & Experience

As the ideal candidate for this role you will have:

- Proven background in financial advice
- Comfortable with presenting solutions to high-value clients
- 5 years industry experience
- 3 years in providing advice

If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 0451 129 269

📌 Financial Adviser (Sydney)
🏢 Vivere Recruitment Group
📍 Sydney