Financial Planner – Melbourne CBD

Company Overview

A national advice business that has offices located throughout Australia, a truly independent and family-owned practice with its own AFSL. They focus on quality outcomes for their clients and it’s their personal goal to help people on an everyday basis that helps them change their lives and realise their dreams. Due to continued growth, they are looking to add an additional adviser to the office in Melbourne CBD. The company has a very strong in-house referral system set up and all leads are provided to the adviser.

Role Overview

Providing holistic advice to a varied range of clients. The focus is on providing exceptional in terms of advice and service.

  • Provide tailored financial advice to a range of clients by developing strategies that meet each client’s needs.
  • Provide annual reviews for existing clients
  • Meet and exceed KPI’s relating to revenue and retention.
  • Ensure advisory standards, process and controls are adhered to
  • Straight to the point
  • No waffle
  • Easy to read facts

Skills & Experience

  • Proven experience as an adviser
  • Degree qualified and relevant advice qualifications
  • Ability to work autonomously and within a team environment
  • Energy and exceptional relationship building skills

Click on the APPLY button or contact Steve Kelly  on 03 9602 9860

Financial Planner - Melbourne CBD

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