Private Client Adviser

Profusion Group

An autonomous role with one of Australia's leading employers. This role is focused on managing and growing an existing book of clients in Melbourne.

  • Melbourne CBD
  • Strong Base + Super + Bonus
  • Permanent Full Time Role
Client Overview

Our client is one of Australia's leading wealth management groups, providing financial planning products to its clients via a range of well-regarded brands. They are committed to attracting high performing people and offer a positive and collaborative working environment, where career development is strongly encouraged and supported. They are looking to continue growing their client book by recruiting a Financial Planner passionate about business development.

Role Overview

Providing high-quality financial advice to existing members. The primary focus of this role will be to service a long established client portfolio. Managing client relationships by identifying individual client needs and servicing these needs in a manner which ensures value to client as demonstrated by high client retention rate. 

With full support of client services and paraplanning departments, you will be able to to focus on client relationships and ongoing service.
  • Managing an existing book of clients.
  • Managing client relationships and identifying individual client needs
  • Providing technically strong advice to key client segments 
  • Providing a high level of service that matches client expectations.
Skills & Experience

You will be a highly driven financial planner with a positive track record and passion for giving a really good client experience. You will also have:
  • 5+ years’ experience in financial planning
  • DFP or ADFP would be highly regarded
  • Tertiary Qualifications in related field
  • Excellent communication skills both verbal and written
  • Experience and confidence in presenting at seminars 
What's On Offer

This is a rare opportunity with a highly respected firm to take on an autonomous role that has a market leading base/bonus structure as well as a positive work life balance. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth. 

Click on the APPLY button or contact Hagan Noronha on 03 9602 9815.