Opportunity to join a fast growing, client centric practice in the Melbourne CBD.
23rd January, 2025
Melbourne CBD location | Up to $120k package
Service an existing book of clients
Collaborative and dynamic team culture
About the company Our client is a private wealth firm that is growing rapidly. They offer holistic financial advice to a range of clients. The team comprises of five financial advisers, three associates and three client service officers. Their culture is collaborative, fast-paced, dynamic, and fun.
About the role Our client is seeking an experienced adviser to take on a sizeable book of clients from day one, with the opportunity to build out your client base. You will be providing holistic financial advice to a portfolio of clients, spanning across a range of wealth, and are predominantly pre-retirees and retirees.
Key responsibilities
Develop relationships with new and existing clients and provide strategic holistic financial advice
Build strong relationships with other advisers and associates within 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
Minimum 2 years’ experience as a Financial Planner
Xplan experience
Bachelor of Financial Planning or related FASEA degree
Knowledge of holistic financial advice strategies
Ability to build strong rapport with clients and colleagues
Willingness to take on and service an existing book of clients.
Culture
Friendly, collaborative and vibrant team environment
Efficient operations to enable you to prioritise a valuable client experience
Fast paced and rapidly growing.
Benefits
Supportive and collaborative team
Existing book available to start, then the opportunity to grow your own client book at a rapid rate
Exposure to a range of financial advice strategies.
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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