_{08th April, 2021}

About the company
Our client is an independent self-licensed financial planning firm with a national presence. They have offices in Sydney, Melbourne and Perth. They provide holistic financial advice to HNW clients at their Sydney CBD office. Their growth has resulted from client referrals and successful partnerships with external partners. 

About the role
You will be working alongside a national team of experienced financial planning professionals including senior financial advisers, paraplanners and client services offices. You will be responsible for servicing an existing book of 50-70 clients, meeting and bringing on newly referred clients.

• Develop relationships with new and existing clients and provide strategic holistic financial advice
• Build strong relationship with referral partners
• Maintain client records to ensure high quality and consistent advice
• Maintain high compliance standards in line with industry best practice
• Deliver an exceptional client experience.

Skills & experience

• Bachelor of Financial Planning or FASEA related course 
• Experience working a financial adviser providing holistic advice
• Strong attention to detail
• SMSF qualifications and experience (preferred)
• Ability to build strong rapport with clients and referral partners
• International experience is highly regarded. 

Culture

• Friendly, collaborative and vibrant team environment
• Accelerated training and development
• Fast paced and client focused.

Benefits

• Be a part of a 'family like' environment where everyone is heard
• Work in a flexible team environment
• Long-term equity opportunity.

How to apply
If you are interested in learning more about this position, please contact Fabian Ruggieri at RIVA Recruitment on 0434 943 647 or apply via the attached email link.

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