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Senior Financial Advisor

2 months ago

Melbourne, Victoria, Australia Ivy Recruitment Full time
Senior Financial Advisor Opportunity

An exceptional chance has arisen for a seasoned Financial Planner to join a highly respected and well-established advice firm in the city.

This impressive business boasts a strong reputation for delivering high-quality advice and a unique work environment that sets it apart from others.

The role offers a 4-day work week, hybrid work arrangement, and the opportunity to work with a cohesive, professional, and high-achieving team in Melbourne.

The successful candidate will be responsible for growing their client portfolio through exceptional service and advice, referrals, lead conversion, and business development via their network.

There will be opportunities for career progression and a pathway to partnership, as well as support from an Associate and CSM.

To be considered, the ideal candidate will have:

  • 4+ years of experience in a financial advisor role with a proven track record of delivering quality advice
  • Excellent servicing and relationship-building skills
  • Strong new business development skills
  • The ability to mentor and work closely with their support team
  • Industry-relevant qualifications and a Bachelor's Degree
  • Advanced computer skills and IT literacy
  • Excellent communication skills, both oral and written
  • High levels of attention to detail and accuracy
  • A commitment to a hybrid work arrangement and a desire to work towards partnership within the business

In return, the successful candidate will be offered the opportunity to establish themselves with one of Melbourne's top advice firms, providing flexibility, a supportive environment, attractive remuneration, and a 4-day work week.

For further information or a confidential discussion, please contact Kim.