AddressOur client is an independent, multi award winning financial advice practice who are growing rapidly. They provide highly personal holistic advice to high income professionals and HNW clients, powered by a modern and technology enabled client experience.
About the role
Work alongside highly experienced financial planning professionals, including 4 financial advisers, 2 associate advisers and highly engaged offshore paraplanning and client experience teams.
- Provide holistic, goals-based advice to high-income professionals, pre-retirees and retirees
- Establish and build long term relationships with new clients
- Maintain high compliance standards in line with industry best practice
- Deliver an exceptional client experience
- Contribute to the team’s continuous improvement and growth mindset.
- Truly passionate about the value of financial advice
- Proven ability to attract and retain clients
- Deep technical, investment and market expertise
- Bachelor degree or FASEA approved qualification
- Excellent time management skills.
- High performing, innovative and free of office politics
- Fast paced and client obsessed
- Collaborative team.
- Training and development
- Market leading technology, systems and processes
- Flexible work arrangements.
If you are interested in learning more about this position, please contact Madeline Fernando at RIVA Recruitment on 0493 277 *** or apply via the attached email link.
Additional information
- Melbourne CBD Location | Market leading remuneration
- Award winning, independent financial advice practice
- Join an innovative, collaborative, and high-performing team
