About the company
Our client is an independent financial planning firm, with a national presence, who are self-licensed and are growing rapidly. They provide holistic financial advice to their clients, who are predominantly pre-retirees and retirees. With industry leading efficiency, their operations are key to their ongoing success, as is their excellent investment offering.
About the role
Our client is seeking an experienced advisor to take on a sizeable book of existing clients from day one with the opportunity to build out your client base. The role is located at their newly upgraded Melbourne CBD office.
You will be working alongside a friendly team of financial planning professionals including your own associate and a client services team.
Key responsibilities
Develop relationships with new and existing clients and provide strategic holistic financial advice
Build strong relationship with other advisers and associates in the firm
Maintain client records to ensure high quality and consistent advice
Maintain high compliance standards in line with industry best practice
Deliver an exceptional client experience.
Skills & experience
Bachelor of Financial Planning or FASEA related course
Experience working as a holistic financial adviser
Solid attention to detail and relationship focused
Ability to build strong rapport with clients and colleagues
Willingness to take on and service an existing book of clients.
Culture
Friendly, collaborative and vibrant team setting
Efficient operations to enable you to prioritise a valuable client experience
Fast paced and rapidly growing.
Perks
Be a part of Australia's fastest growing Financial Planning firms
Existing book available to start with, then the opportunity to grow your own client book at a rapid rate
Revenue share arrangement.
How to apply
If you are interested in learning more about this position, please contact Fabian Ruggieri at RIVA Recruitment on View phone number on viewjobs.com.au or apply via the attached email link.