Finance - Financial Adviser - Melbourne - People Group

People Group
People Group
Verified Company
Melbourne, Australia

2 weeks ago

Olivia Brown

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Olivia Brown

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Description
Full support with constant leads

  • Amazing career growth
- $100,000 + Super + $250 per completed client file


FINANCIAL ADVISER- MELBOURNE OR GOLD COAST BASED

Your new company


The company is composed of an experienced team embarking on a new nationwide financial planning organization, with the goal to provide Australians across the country with committed and prosperous financial advice.


With the team combined experiences as financial advisers, managers, and business owners, you will be part of our exciting growth strategy.


They take the stress out of managing finances and believe with their experience, that they can deliver a better way to provide service to the needs of their clients in this marketplace.


About the role:


This is an exciting opportunity for an experienced Financial Advisor to embrace ever further growth, working alongside our expert Advisors who share over 40 years of combined experience.

You will develop holistic strategies for our clients with the scope of advice being predominantly around superannuation and insurance.


Key Responsibilities:

  • Provide strategic and holistic financial advice to new clients
  • Maintain and deliver an excellent client experience to maximize retention and client referral
  • Work collaboratively with internal teams to ensure recommendations are executed in a timely and accurate manner
  • Maintain technical and comprehensive knowledge of current compliance requirements
  • Liaise with paraplanners and admin support and provide direction when needed
  • Continue to grow a portfolio of clients with a consistent pipeline of qualified leads

About you
You will be a charismatic yet process-oriented individual who thrives on exceeding goals and making some serious money.

You will effortlessly build rapport with our clients and your support team, whilst you enjoy working with a wider collaborative team and driven company directors.

You will hold the following;

  • Listed on ASIC's Financial Adviser Register
  • Passed FASEA exam and tertiary education in related discipline
  • Previous experience as a financial adviser/planner
  • Experience providing advice on superannuation and insurance
  • Strong understanding of financial planning compliance and regulations
  • Proven phone manner, professionalism, and sales experience
  • Strong time management skills to meet deadlines and manage workflows
  • Flexible and open to learning new processes and working under pressure
  • Financially motivated and prepared to take calls during the evenings

This is a high-energy role, with the opportunity to grow a substantial ongoing revenue stream.

How you will benefit

Having already established ourselves in the finance and property investment sector with our subsidiary brands, you will be joining a company that has the backing support of a collaborative team and driven company directors.

A stable, flexible, and rewarding career for new and existing staff alike.

The company that support a fully operational work/life balance for their employees.


3 x nights on average per week (12pm - 8pm) and every 2nd Saturday with (with the following Monday off).

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If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion
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