We are a financial planning business based in Melbourne and have been providing professional planning advice since 1988.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting, and managing their wealth and lifestyle for them and their families. We achieve this through our strong ethical stance and are committed to the delivery of exceptional advice.
Our professionalism has enabled us to establish strong working relationships with accountants, brokers and other professionals over the years.
The Opportunity:
This is an exciting and unique opportunity to join a family established business, and well-respected Wealth Management firm located in Queens Rd Melbourne.
This highly successful and qualified firm has developed outstanding centres of influence with respected accountancy Practices and is looking to expand due to high financial advice demand.
With over 90 years of combined financial planning experience within the Practice, the successful candidate will receive mentorship and personal development to deliver our holistic advice approach. If you are looking to be challenged and prepared to grow, then please keep reading.
We are now seeking a Financial Adviser who has experience dealing with investment advice, wealth management, insurance and/or stockbroking. There is the future opportunity to become a shareholder within the business.
THE BENEFITS:
- Fully structed Practice with defined processes, paraplanning, administration and Practice Management support
- Xplan tools/computer, mobile telephone provided
- Professional office and amenities, located in Queens Rd Melbourne (opposite Albert Park Lake). Complementary gym and amenities
- Professional working environment with a respectful team
- Car Parking
- Full personal office
- Generous bonus structure
- Opportunity to become a shareholder/equity partner
ROLES & RESPONSIBILITIES:
- Manage your own book of clients which will be provided to you
- Develop your own Centre of influence (COI) and bring in new clients
- Collaborating and comminating with clients to understand their financial objectives
- Conduct regular meetings, providing wealth management and investment advice
- Create solid relationships with clients, ensuring you provide a genuine, quality service
- Collaborate with the team, assisting each other with the workload and research
ABOUT YOU:
- 2 -3 years’ experience as a financial adviser and competent in advice strategies including retirement planning, investment, personal/risk insurance, SMSF and superannuation advice
- Experienced with investment platforms
- Proficient in Xplan
- Good compliance track record
- Self-motivating. Eager to learn and extend advice scope
- Ability to build rapport with clients
- Met ASIC educational requirements at 01/01/2026
- Growth driven, have a desire to succeed
- Exceptional communication skills
- Ability to work well within a team environment
- Looking long term with a “big picture” approach
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