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 new clients.

Proactively develop current 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

📌 Financial Adviser (Melbourne)
🏢 Vivere Recruitment Group
📍 Melbourne