Financial Adviser

vor 3 Wochen

City of Melbourne, Österreich seek.com.au Vollzeit

Are you an ambitious and experienced Financial Adviser looking to join a dynamic and client-first advisory based in Mornington in the New Year? This is your opportunity to be part of a well-established, values-driven business offering strong support, a loyal client base, and an exciting growth opportunity. About Us We are a respected financial planning business known for integrity, personalised service, and smart strategies. We provide tailored advice to clients at every stage of their life. Due to our rapid organic growth, we are expanding our team and seeking a qualified adviser to help us continue delivering exceptional service. The Role You’ll step into a portfolio of ongoing service clients while onboarding new leads and contributing to business growth. This role provides flexibility to bring your own clients and maintain those relationships. Key Responsibilities Manage and grow a dedicated client base with personalised financial strategies Provide expert advice on superannuation, risk insurance, and investments Onboard new clients from a steady stream of leads Maintain high standards of client service and compliance Collaborate with other advisers, paraplanners, and support staff Travel across country Victoria and interstate as required What We’re Looking For Relevant tertiary qualifications and ASIC Financial Adviser registration 5+ years of experience as an Authorised Financial Adviser Strong communication skills and professional presence Experience with Xplan and Work Sorted (highly regarded) Ethical, proactive, and client-centric approach What You’ll Get Substantial existing client base and new leads provided Full back-office support, so you can focus on advice and relationships Hybrid working arrangements (minimum 2 days in-office) Opportunity to make a real impact in a growing business super laptop Ready to elevate your advice career in a thriving Mornington practice? Apply now with your resume and cover letter, or contact Sarah Smarrini at *********@smarriniconsulting.com.au for a confidential discussion. #J-18808-Ljbffr

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