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Financial Adviser

1 month ago

Melbourne, Australia Pinstripe Recruitment Full time

Our client continues to expand and is seeking an experienced an experienced** Financial Adviser **to join the Melbourne team.

**Our client offers a full range of financial advice services to its clients including**:

- Financial Planning
- Residential and Investment Lending
- Superannuation
- Insurance
- SMSF
- Investment Management
- Retirement Planning
- Budgeting
- Estate Planning

You will be encouraged to provide holistic advice to your clients and offer **high level service** to your clients to ensure **client outcomes**.

This role would be **suited for someone who has 4-5 years' experience as a financial planner / adviser in the Australia market**, has experience providing holistic advice, enjoys building and maintaining client relationships and is **passionate about achieving great outcomes for their clients.**

**What you need to**
- **Degree qualified and FASEA approved**:

- Experience as a Financial Adviser with knowledge across holistic strategies and modelling
- **Experience working with SMSF, trusts and retirement planning**.
- Experience using X-Plan is desirable.
- **Excellent communication and written skills**

**What’s on offer**:

- **Attractive Salary package, plus bonus **structure
- Lively and fast paced working culture.
- Paraplanner, Client Service officers and Admin support

You will be a confident, clear communicator who easily builds rapport and who can identify and relate to the client’s circumstances, surroundings and lifestyle stage.

We’re ready to interview on behalf of our client now, so send you your resume today, or for a confidential discussion about this opportunity, **call Gavin on 02 9188 0795**.

**This role is only open to individuals with full unrestricted working rights in Australia.