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 new 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 key 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.
All applications will be held in strict confidence.