- Strong growth potential

- Located in Malvern

- Salary negotiable plus profit share

We represent a well-regarded, client-focused, fee-for-service boutique practice, based in the inner-eastern suburbs of Melbourne. It is wholly owned by the directors and has its own Australian Financial Services Licence.

In this exciting opportunity, reporting to the Managing Partner, you will engage with recent referrals and prospective clients to prepare, present and implement personal statements of financial advice tailored to meet their individual goals and objectives.

Managing ongoing client relationships, you will deliver a high standard of service, including proactive and reactive communication, portfolio management, research, and implementation support.

Working collaboratively in a collegiate environment, it is important that you maintain the highest standards of professionalism in all client interactions and communications,



and contribute to the ongoing training, development and mentoring of team members.

The base remuneration is very competitive, and there’s profit share arrangement based upon performance. Candidates will be assessed on their overall suitability, experience, technical capability and cultural fit, rather than solely upon financial expectations.

If you’re a capable and enthusiastic Financial Advisor with current registration, looking for a new home to build your career future, contact David Wood 04•• ••• 096 or Philip Mayers 04•• ••• 096 for more information, or email your application to ••••@mayersrecruitment.com.au

All applications will be held in strict confidence.

📌 SENIOR FINANCIAL PLANNER – Financial Advisory Practice (Malvern)
🏢 Mayers Recruitment
📍 Malvern