An iconic name in the Financial Advice industry nationally, this is an employer of choice. Leading the way in the provision of high quality holistic advice across its branch network, this major banking institution is looking to add additional advisers across various locations and practices.
Reporting to the Practice Manager you will be responsible for the provision of high quality holistic financial advice to your clients. Based out of Frankston, you will manage an expansive portfolio of warm and loyal clients covering the South West region of Victoria, incorporating Morning Peninsula and out to Gippsland. These clients vary but the most common advice strategies would be Transition to Retirement and retirement planning so you will need to be confident in selling the value of ongoing advice. You will be comfortable in dealing with professional clients, often HNW with significant balances in Super, providing advice in areas such as risk, estate planning, SMSF, tax, Aged Care and Centrelink.
Skills & Experience:
The successful candidate will have a minimum of 5 years experience in the provision of holistic financial advice to retirees and pre-retirees. They will also have:
• Minimum ADFP or equivalent
• Client focused with the ability to build rapport and creditability quickly
• Excellent communication both written and verbal
What’s On Offer?
This is an outstanding opportunity with a highly respected Institution in the Financial Advice industry to take on an autonomous role that has a market leading base/bonus structure as well as a positive work life balance. Playing an integral part in the future of the financial advice industry, you will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth.
If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume or contact Tom Brown on 03 9602 9870