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Financial Planner
2 weeks ago
This mullti-award financial advisory firm is seeking to hire advisers to join their growing team in Melbourne
**Your new company**
An exciting opportunity exists for an ambitious, professional and highly motivated Financial Planner to join a Financial Advisory Firm. Flexible working conditions and a competitive pay rate
**Your new role**
- Grow the existing client portfolio by acquisition of new clients and increased areas of advice with existing clients.
- Goals based planning, investing, superannuation, cash flow, tax strategies, entities and structures, debt strategies, employer share plans, and estate planning Manage client relationships, identifying individual client needs and delivering quality advice that matches their needs and circumstances.
- Providing a high level of service that matches client expectations.
- No cold calling or prospecting as there will be a high volume of high-quality enquiries
- Grow and guide a group of clients over the coming years
**What you'll need to succeed**
- FASEA Accreditation
- 3+ years’ experience as a Financial Adviser
- Degree related to Financial Planning
- Fast learner and ability to work effectively and efficiently under pressure
- A good level of investment knowledge.
- A history of successful client management and outcomes.
- Good compliance history and references.
**What you'll get in return**
- It will be a hybrid working arrangement from home and in the office.
- Abundance of high-quality leads and new clients & 100% fee-for-advice
- Salary ranges from $120,000-$130,000 plus super + Adviser Remuneration
- In depth training and career progression
**What you need to do now**
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
**LHS 297508** #2694146
