Opportunity to join Australia's fastest growing financial advice firm.
About the company
Our client is an independent financial planning firm, with a national presence, who are self-licensed and are growing rapidly. They provide holistic financial advice to their clients, who are predominantly pre-retirees and retirees. With industry leading efficiency, their operations are key to their ongoing success, as is their excellent investment offering.
About the role
Our client is seeking an experienced advisor to take on a sizeable book of existing clients from day one with the opportunity to build out your client base. The role is located at their newly upgraded Melbourne CBD office.
You will be working alongside a friendly team of financial planning professionals including your own associate and a client services team.
Key responsibilities