Relationship Adviser - Melbourne, Australia - Godfrey Group

Godfrey Group

Verified Company

Melbourne, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

BANKING & FINANCE

FINANCIAL PLANNING

MELBOURNE

PERMANENT / FULL TIME

8/4/2024

Be at the forefront of a new new and leading Digital Financial Advice Platform
Dynamic business experiencing significant growth excellent time to join

Flexible working arrangements

Fully WFH with Part-Time/Full-Time opportunities

The Business

This privately-owned financial advisory firm has successfully established a large base of national client groups and is currently experiencing rapid growth.

Their mission is to leverage their leading Digital Scaled Financial Advice services to make the cost of financial advice affordable to every working Australian.

The Opportunity

A fantastic opportunity to showcase both your technical skills and customer service skills, making a significant impact across the team.

The business is seeking an experienced Financial Adviser who has had previous experience with Advice and Client Service.

You need an excellent understanding of the advice process and therefore, this could be an excellent role for one of the many advisers that have recently left the industry Furthermore, there is WFH flexibility and the opportunity for Part-Time or Full-Time work.

Work alongside a tight-knit, passionate team and join the transformation of Financial Advice into the digital space.

The Role

Meet with clients via an online platform to discuss their financial situation generally around 1 issue note, this is general advice only
Answer all client queries, be the first point of contact and provide information about the range of services
Assist with the implementation of recommended strategies
Liaise with clients and follow up with institutions to provide all requested information
Direct and navigate client referrals to ensure they are qualified and going to the right advice channel i.e., digital scaled advice, external referral partners or comprehensive advice
Assistance in managing client communications and nonadvice client engagement.

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The Person

Have at least 3 years previous experience in the Financial Planning industry we are keen to hear from intra fund advisers too
That may have been an adviser but perhaps have left the industry and still wishes to utilise their skills
Confident, engaging and warm personality genuinely enjoy working with clients
Experience with Xplan software is advantageous
Impeccable communication skills in all forums
Selfmotivated with exceptional attention to detail
Genuinely enjoys proving a high level of service and takes pride in their work

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If you are interested in this opportunity and feel you could be a good fit, then we want to hear from you Click the link to apply

A little piece about us, the Godfrey Group
We are a boutique Wealth Management recruitment agency, specialising in the Financial Services Industry for the last 20 years.

With our vast network of clients and financial professionals, our goal is to match your skills, personality, and competencies to one of our trusted business partners, giving you the best chance possible of finding your ideal job.

Benefit from our ethos of transparency, honesty, and care to get your career heading in the right direction.