senior review adviser in Eastern Suburbs Melbourne

Eastern Suburbs Melbourne, Victoria
job type
AU$ 11,000 per year
reference number
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job description

This well established team in the eastern suburns prides themselves in taking the time to understand clients' financial aspirations by adopting a disciplined approach through an ensuring that clients are given reassurance and peace of mind.

They are looking for a like minded senior review adviser to join their team. You will be working with four financial advisers and two other client servce managers.

Your main duties will include but are not limited to:

  • Service allocated client base
  • Provide high quality holistic advice
  • Provide coaching, mentoring and development support to othe financial planning roles
  • Maintain professional knowledge and technical financial planning skills
  • Provide market intelligence insights

To be considered for the role, you must:

  • Tertiary qualfied
  • ADFP or CFP
  • RG146 compliant
  • Minimum 2 years experience with face to face holistic advice
  • Sound technical advising knowledge to current legislative, industry and corporate standards
  • High client service orientation

If this sounds like you, click on the Apply Now button or ring Geraldine on 03 8319 1165 or email

apply now