financial advisor - existing book.

This highly regarded and well established advice business based in Melbourne has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding financial advice to a wide range of High Net Worth and clients. Due to recent growth, they are looking for an experienced Financial Advisor to join their team.

About the role

Joining a great team, you will be responsible for maintaining an existing portfolio of retail clients. This role will be taking over for a retired advisor that has left the business. You will be responsible for ensuring the existing clients are getting a great service. This role would suit an experienced financial planner that is not happy with their current boutique business. You should have a minimum of 4 years experience that would like to work with hnw/retail clients in a very supported environment.

Because the business is well supported with administration, client service and paraplanning, you will be able to focus your attention on your clients and work with a great team.

Your Experience

• MInimum four years experience as a Financial Advisor
• Strong business acumen and the ability to build strong relationship
• Great understanding of compliance frameworks in the advice industry
• ADFP or CFP accreditation highly regarded
• Tertiary degree aligned with FASEA education requirements

To apply online, please click on the appropriate link.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.