Opportunity to join a fast growing, client centric practice in the heart of Ballarat.
10th September, 2021
Up to $110k package + attractive bonus structure
Service and grow an existing book of clients
Collaborative team culture and great support network
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, whom 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 office in Ballarat, only a two minute walk from the main train station in the centre of town.
You will be working alongside a friendly team of financial planning professionals including an associate and two junior associate planners. Key responsibilities
Develop relationships with new and existing clients and provide strategic holistic financial advice
Build strong relationship with other advisers and associates in the firm
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 as an holistic financial adviser
Strong attention to detail and relationship focussed
Ability to build strong rapport with clients and colleagues
Willingness to take on and service an existing book of clients.
Friendly, collaborative and vibrant team environment
Efficient operations to enable you to prioritise a valuable client experience
Fast paced and rapidly growing.
Be a part of one Australia's fastest growing Financial Planning firms, in the context of a local, regional community
Existing book available to start with, then the opportunity to grow your own client book at a rapid rate
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.Apply For Job