Job Description
Financial Adviser (Relationship Management) - Immediate Start
n
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 environment.
n
Role Overview
n You will be responsible for providing high quality advice and service to a loyal client base with robust in-house and external support.
n
The successful candidate will:
n
Manage an existing portfolio of clients (of between ********* clients);
n
Manage client relationships, identifying individual client needs and delivering quality advice that matches their needs and circumstances;
n
Providing a high level of service that matches client expectations;
n
Focusing on client retention of existing relationships;
n
Grow the existing client portfolio via internal referrals from existing clients;
n
Work collaboratively with the broader team.
n
Skills and Experience
n We are seeking a highly driven Financial Adviser with a strong track record for providing good quality advice and a passion for client service. You will also have:
n
Minimum of 5 years experience as a Financial Adviser;
n
Strong technical knowledge across the key disciplines of financial advice;
n




Impeccable compliance record in current and former roles;
n
Prior experience dealing with HNW clients will be highly regarded;
n
Must be on the ASIC financial adviser register;
n
FASEA compliant;
n
Tertiary Qualifications (or equivalent) in a related field or working towards;
n
Sound knowledge and experience using XPlan including modelling, WealthSolver and RiskResearcher
n
Excellent communication skills, both verbal and written;
n
Strong attention to detail and the ability to produce high quality work with high accuracy;
n
Solid knowledge of products within the market;
n
5+ years' experience within financial planning industry with direct client service and advice duties.
n
Maintenance of a current non-restricted driver's license and own vehicle is also preferred.
n
About us
n Operating 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.
n
The role is based out of our Notting Hill office.
#J-*****-Ljbffr

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