Financial Planner $130-150,000 + Super + Bonus

An excellent opportunity to join a unique advisory business in Melbourne has become available.

With approx. 50 staff across three offices, this firm offers comprehensive advice to various clients, from those just starting to build wealth to high net worth families and non-profit organisations.  Operating under its own AFSL, this business provides a great environment for learning and skill development. You will also get to work with a diverse range of strategies, ensuring your job stays engaging.  And most of all, this business understands you have a life outside the office.  Offering flexible start and finish times to accommodate school drop offs and pick ups as needed, and a true understanding of work/life balance, this really is an employer of choice.

As a Financial Advisor, you will be required to (but not limited to):

• Provide comprehensive advice to clients on various aspects including retirement and investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSFs, personal insurance, and more.
• Develop and maintain long-term relationships with clients.
• Ensure all advice complies with legislative and AFSL requirements.

This business also adheres to the highest ethical and professional standards through the FAAA Professional Practice.  They have a low client/Advisor ratio and currently have over $2billion of funds under advice. There is also a dynamic support team of Associate, Paraplanners and CSO's.

To be condsidered, you must meet the following:

• 3+ years of experience as a professional Financial Planner/ Advisor
• Strong communication, interaction and relationship building and management skills
• Strong technical/strategic advisory skills, with a relevant qualification
• Ability to build relationships with clients and understand their needs
• Motivated and passionate about financial planning

If you would like to discuss this opportunity in further detail, please contact

Kiera Brown, Principal Consultant

FS Recruitment Solutions

******@fsrecruit.com.au

0409 598 ***