Job Details

  • Location

    Melbourne

  • Salary

    AU$130000 - AU$175000

  • Job Type

    Permanent / Full Time

  • Posted

    2023-09-11

Financial Adviser

The Client

Located in East Melbourne, our client is an independently owned and self-licensed Financial Planning & Accounting firm.

Working within a passionate and technically skilled team, our client is offering genuine training and support for an an adviser looking to establish themselves within a firm for the long-term. 

About you

Currently, you are an experienced Financial Adviser looking to join an organisation and grow your revenue with the support and resources of a highly regarded firm. 

From day one, you will be offered access to an already established client base, as well as all relevant administrative and compliance resources, to ensure the profitable maintenance and growth of your book. 

Key responsibilities and tasks:
  • Provision of financial and strategic advice to existing clients ensuring all industry and corporate professional standards are met.
  • Maintain client records through the provision of timely and concise file notes.
  • Maintain high compliance and professional development standards to ensure all legislative
    requirements are met.
  • Ensure clients receive ongoing service.
  • Other duties as required.
Qualifications and Experience:
    • Bachelor of Financial Planning or similar
    • FASEA qualified
    • 5+ years' experience as an adviser 
Whats on Offer:
    • Generous base salary and bonus structure
    • A value-based and culture-driven organisation
    • A holistic financial service advisory firm
    • Total administration & compliance with corporate support & management
Next Steps:
Please submit your CV today if you would like to be considered for this position. Please contact Georgia Mara if you would like to discuss any aspect of the role before applying.

Georgia Mara
Manager (Private Wealth Recruitment) – Atlas Partners
georgia.mara@atlaspartners.com.au

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