Financial Adviser

About the company:

Our client is a multidisciplinary professional services firm that provides accounting, lending and financial planning solutions to a client base of sophisticated professionals. Their scope allows them to offer a comprehensive service to clients. 

There is an excellent opportunity available for a financial adviser to join their team located in Melbourne. 

Benefits:

• Existing book of clients ready to manage
• Warm client leads from internal teams
• Room for career progression and growth
• Opportunity for equity
• Full support from associate, paraplanning and admin
• Excellent earning potential
• Work from home 1 day a week

• Manage a book of existing clients - receive handover from adviser
• Engage with clients and build rapport
• Provide holistic advice recommendations including SMSF
• Engage with internal teams to offer financial planning services to existing accounting and lending clients
• Meet and onboard new clients
• Provide an excellent level of ongoing service to clients

• 2+ years of experience as an authorised financial adviser
• Completed FASEA required studies, exam and SMSF accreditation
• Experience providing holistic advice including SMSF
• Self-sufficient and able to manage a book of clients 
• Client focused and able to build rapport
• Polished and professional
• Experienced onboarding new clients and growing a client base
• Xplan experience
• Ideally interested in future equity