Opportunity to join Australia's fastest growing financial advice firm.27th October, ****About the companyOur client is anindependent 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 roleOur client is seeking an experienced advisor to take on a sizeable book of existing clients from day one with the chance 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 responsibilitiesDevelop relationships with new and existing clients and provide strategic holistic financial adviceBuild strong relationship withother advisers and associates in the firmMaintain client records to ensure high quality and consistent adviceMaintain high compliance standards in line with industry best practiceDeliver an exceptional client experience.27th October, ****About the companyOur client is anindependent 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 roleOur 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 responsibilitiesDevelop relationships with recent and existing clients and provide strategic holistic financial adviceBuild strong relationship withother advisers and associates in the firmMaintain client records to ensure high quality and consistent adviceMaintain high compliance standards in line with industry best practiceDeliver an exceptional client experience.Skills & experienceBachelor of Financial Planning or FASEA related courseExperience working as a holistic financial adviserStrong attention to detail and relationship focusedAbility to build strong rapport with clients and colleaguesWillingness to take on and service an existing book of clients.CultureFriendly, collaborative and vibrant team environmentEfficient operations to enable you to prioritise a valuable client experienceFast paced and rapidly growing.BenefitsBe a part of Australia's fastest growing Financial Planning firmsExisting book available to start with, then the opportunity to grow your own client book at a rapid rateRevenue share arrangement.
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📌 Financial Adviser (Melbourne)
🏢 RIVA Recruitment - Australia
📍 Melbourne