Company

Riva RecruitmentSee more

addressAddressMelbourne, VIC
CategoryAccounting & Finance

Job description

  • Grow your career in Wealth Advisory
  • Opportunity to be mentored, undertake or continue your Professional Year
  • Collaborative, friendly, and innovative team
About the company
Our client is a top mid-tier advisory and accounting practice. Their Wealth Advisory team provide exceptional, holistic financial advice for clients across Australia and New Zealand.
With an award-winning culture and regular ongoing professional development opportunities, there are endless opportunities to grow your career within the Wealth Advisory team or wider business.

About the role
You will be working alongside a national team of experienced financial planning professionals including senior Financial Advisers, associate advisers, paraplanners, and client services officers. You will be responsible for providing a high level of support to Financial Advisers and clients.

Key responsibilities

  • Prepare for adviser advice and review meetings
  • Liaise with clients, paraplanning and client service teams to implement advice recommendations
  • Participate in client meetings and assist with strategy development
  • Maintain client records to high standard
  • Deliver an exceptional client experience.
Skills & experience
  • Driven to become a Financial Adviser in the next 1-3 years
  • Excellent written and verbal communication skills
  • Robust organisational skills and strong attention to detail
  • Thorough understanding of the financial advice process and industry
  • Financial Planning CRM experience (Xplan ideal)
  • Financial Planning related degree or working towards this.
Culture
  • Friendly, collaborative, and vibrant team environment
  • Accelerated training and development
  • Fast paced and client focused.
Benefits
  • Opportunity to be mentored and undertake your Professional Year
  • Be a part of an inclusive and team orientated environment where everyone is heard
  • Progress to a Financial Adviser within 1-3 years.
How to apply
If you are interested in learning more about this position, please contact Emerson Harvey at ********@rivarecruitment.com.au or apply via the attached email link.
Additional information
  • Grow your career in Wealth Advisory
  • Opportunity to be mentored, undertake or continue your Professional Year
  • Collaborative, friendly, and innovative team
Refer code: 2238556. Riva Recruitment - The previous day - 2024-05-22 19:45

Riva Recruitment

Melbourne, VIC
Jobs feed

Amazon Delivery Driver

Amazon Flex

Armadale, WA

Medical Laboratory Scientist - Research Assistant

Nsw Health Pathology

Sydney, NSW

Safety & Compliance Officer - Goondiwindi

National Heavy Vehicle Regulator

Goondiwindi, QLD

Research Assistant - EECS, Faculty of EAIT

The University Of Queensland

Queensland

Coordinator

Bunnings Warehouse

Mount Isa, QLD

Maintenance Team Leader - Residential Aged Care

Baptistcare Nsw & Act

Point Clare, NSW

Airport Services Officer

Shire Of Wyndham East Kimberley

Broome, WA

Warehousing Assistant

Flexiforce Australia

Goulburn, NSW

Sheet Metal Fabricator

Hays Recruitment

Parramatta, NSW

Sales Representative

Conquest Personnel

Altona, VIC

Share jobs with friends

Related jobs

Associate Financial Adviser

Financial Adviser

Invest Blue

Wodonga, VIC

4 days ago - seen

Financial Investment Adviser

Crystal Migration Legal Services Pty Ltd

Malvern, VIC

4 days ago - seen

Financial Adviser

Bentley Recruitment

Melbourne, VIC

5 days ago - seen

Financial Adviser

Bentley

Melbourne, VIC

5 days ago - seen

Financial Adviser - Industry Fund Services/Incolink

Industry Fund Services

Melbourne, VIC

a week ago - seen

Private Client Services Manager

Maddern Financial Advisers

Malvern, VIC

3 weeks ago - seen

Senior Financial Adviser

Findex

Melbourne, VIC

3 weeks ago - seen

Adviser Services Officer

Sequoia Financial Group

Melbourne, VIC

3 weeks ago - seen

Associate Adviser

Sjbutler Financial Planning

Ballarat, VIC

3 weeks ago - seen

Financial Adviser

My Wealth Solutions

Melbourne, VIC

3 weeks ago - seen

Financial Adviser - Wangaratta

Advance Recruitment Partners

Wangaratta, VIC

3 weeks ago - seen

Senior Financial Adviser

Godfrey Group Recruitment

Dandenong, VIC

3 weeks ago - seen

Senior Financial Adviser $120,000 – $165,000 + bonuses

Bensons Wealth

South Yarra, VIC

a month ago - seen

Financial Adviser

Associated Concepts

Hawthorn, VIC

a month ago - seen

Financial Adviser – Perfect Platform to Build Wealth..!

Wyndham People Solutions

Werribee, VIC

a month ago - seen

Senior Financial Adviser

Tribeca Financial

Hawthorn, VIC

a month ago - seen

Financial Adviser

Godfrey Group Recruitment

$120,000 - $140,000 a year

Dandenong, VIC

2 months ago - seen

Client Services Manager

Maddern Financial Advisers

Malvern, VIC

2 months ago - seen