The Role

A highly regarded, national private wealth firm has an prospect 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 recent 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 (Australia)
🏢 Vivere Recruitment Group
📍 Australia