Financial Advisor | High profile firm | Existing Clients

Ivy Recruitment Partners
Dandenong, VIC
A$125,000-$150,000 p/a + super + commission
Banking & Financial Services → Financial Planning
Full-time
Hybrid

Posted 5 days ago


An opportunity has arisen for a financial advisor to join this highly regarded financial planning business in Melbourne's South/East.

This firm is an established full service financial services business that is dedicated to provision of exceptional client service and quality financial advice. It is well resourced with a great support team and back-end processes and the culture and work environment, including the flexible work arrangements, are second to none.

This firm provides quality holistic and comprehensive advice to its clientele which is continuing to grow due to acquisition and organic growth. The opportunity that now exists is for a Financial Advisor to work with both existing and new clients and further grow this clientele by leveraging from incoming leads and referrals. You will inherit an existing client book to start with so ability to build and cement strong relationships is paramount.

The ideal candidate will be able to demonstrate strong business acumen and relationship building skills, a forward thinking and pro-active work ethic, and possess an excellent track record in both new business and client retention. We are looking for a long term and committed advisor who is wanting to grow with a business where future partnership is most definitely an opportunity down the line.

To be successful, you will need to meet the following requirements:

Relevant Bachelors Degree in Financial Planning or similar discipline

Meet appropriate FASEA requirements

Experience as a financial planner providing face to face holistic advice, 5+ years

Good business acumen

Exceptional client relationship and rapport building capabilities

Impeccable communication skills

Diverse industry and product knowledge

Well versed in provision of quality, comprehensive advice

Looking for a long term opportunity with possible partnership opportunity

If you are seeking a new opportunity with a business that you can truly establish yourself with long term, offering excellent earning potential and a flexible work environment, this is it. You will be afforded the opportunity for longer term partnership, working with an accomplished team in further building a great brand, combined with being fully supported by your own associate and client services manager.

Above all, the culture and team is outstanding. If you are wanting to be a part of a truly cohesive, collaborative and high achieving group of professionals, this an opportunity not to be missed for an advisor looking to cement themselves with an exceptional business and begin servicing clients right away.

Salary to $170k (base and super) plus bonus. Dandenong location.

Interested applicants can email their resume to Kim Eveleigh at [email protected] or call Kim on 0405 990 045 for further information.


About Ivy Recruitment Partners

Melbourne, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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