Financial Adviser

2 weeks ago


South Melbourne, Australia Advice2Talent Full time

Great team culture
- Flexible work arrangements

**Financial Adviser - New Business Focus**

**$120K plus super**

**About our client**
Melbourne’s favourite mortgage and finance brokers

Supported by an executive management team, the growing team of mortgage brokers, financial advisors are based around metro Melbourne and regional Victoria.

Expert team has been recognised for their customer service, outstanding results and service delivery with multiple awards.

**About the Role**
- Provision of holistic financial planning advice
- Contact with new and existing clients
- Keeping clients up to date with their investment and portfolio
- Annual Reviews catch ups to determine if there have been changes in their financial status
- Proactively contact clients to offer our services
- Ability to be able to generate new leads via referrals that come from website; referral and business partners, existing clients and existing client referrals.
- Maintain an impeccable compliance record and engage with all of our compliance processes and procedures
- Follow processes for initial client engagement and ongoing servicing
- Ability to believe in financial services and charging a fee for your expertise, advice and building relationships with clients.

**Success in this role will require**:

- A minimum 5 years of experience in client facing advice delivery;
- Exceptional written and personal communication skills;
- An attention to detail and professional manner;
- A proven track record of attracting and maintaining client and alliance referral relationships;
- A solid understanding of financial markets and economics;
- Relevant degree qualifications and experience required to meet FASEA education standards;
- Strong technical knowledge across the key disciplines of financial advice.



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