Financial Adviser

RIVA Recruitment

Be a part of a Australia's fastest growing and independent financial planning firm with a national presence. Take over an existing book of clients.

  • St. Kilda Road Location | up to $100,000 Package + Revenue Share
  • Independent firm who are growing rapidly
  • Be a part of a dynamic and fast-paced environment
About the company
Our client is an independent boutique financial planning firm who are self-licensed and are growing rapidly. They provide holistic financial advice to a range of clients from wealth accumulators to retirees. Their growth has resulted from client referrals and a number of successful partnerships with accountant firms. Client referrals are endless.  

About the role
Our client is an independent financial planning firm who are self-licensed and are growing rapidly. They provide holistic financial advice to a range of clients at their premier St.Kilda road office.
  • Manage and grow an existing book of clients
  • The company has grown organically and through acquisitions
  • Clients gain access to the firm's actively managed accounts
  • Regular social events which encourage a strong team culture
  • Focus on retiree clients. 
Skills & experience
  • Bachelor of Financial Planning or FASEA related course 
  • Experience working as an holistic financial adviser
  • Strong attention to detail and relationship focussed
  • Ability to build strong rapport with clients and colleagues.
Culture
  • Friendly, collaborative and vibrant team environment
  • Accelerated training and development
  • Fast paced and client focused.
Benefits
  • Be a part of Australia's Fastest Growing Financial Planning firms
  • Regular social events which encourage a strong team culture
  • Strong emphasis on Training and Development.
How to apply
If you are interested in learning more about this position, please contact Fabian Ruggieri at RIVA Recruitment on 0434 943 647 or apply via the attached email link.