The Role

A highly regarded, national private wealth firm has an opportunity for an experienced Financial Adviser to work closely with Private Wealth Advisers.

Duties and Responsibilities

- Provide accurate and timely advice to existing and recent clients.
- Proactively develop new client relationships and understanding ofClient’s needs.
- Apply knowledge to help meet client’s financial goals and assist with plans to meet their financial goals
- Review and approve financial plans
- Present financial plans to client
- Respond to client enquiries in a timely manner
- Assist in preparation of research and required documentation for client meetings
- Respond to and manage client communications
- Supervise the advice processinternally to ensure it isdelivered to a timely manner




- Providesguidanceandmentorshiptotheclientexperienceteam
- With support from the admin team, complete SoAs & RoAsfor clients and ensure thefinal document is of a high-quality standard.

Skills & Experience

- 3 + years financial adviser experience
- Completion of the financial adviser exam and eligible to act as an authorized representative
- Exceptional written and verbal communication skills
- Excellent knowledge of the financial planning industry
- Experience with financial planning software
- Broad knowledge of financial planning concepts, legislation and regulations

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📌 Financial Adviser - Melbourne CBD
🏢 Vivere Recruitment Group
📍 Melbourne