Financial Advisor

VIC Other | Permanent / Full Time

Listed: 8/04/19

Full Job Description
The Company
We have multiple opportunities for Financial Planners looking for either full time salary work or to start/grow their own business.

If you're looking to start your own business, grow your service capabilities, diverse your offerings to clients or simply join a well-established unique dealer group service provider? Look no further.
Our client operates across Australia in several financial sectors including general insurance, banking and home loans, allowing you access to forge referral relationships across the businesses established network.
Continual business support including access to the companies ‘Licensee teams’ to help take your business to the next level, network introduction to new clients across different sectors, access to world-class research and technical resources, and access to business coaching specialists. Including access to a range of business tools including marketing, para-planning, remuneration and software solutions.
This is a great opportunity to take your business to the next stage by operating in an environment focused on growth, flexibility and development.
Experience Required
Successful candidates will have the below experience and qualifications.
  1. Qualified with at least the Advanced Diploma of Financial Planning or equivalent
  2. Committed to further study to meet the FASEA educational requirements by 31/12/23
  3. Experienced – preferably at least 3 years success in building a client base and/or intention to purchase a client book
  4. If currently employed - a high probability of existing clients transferring with the Adviser (e.g. Bank advisers)
  5. Existing business Gross Annual Recurring Revenue of at least $100,000
  6. A vision, commitment and potential for further business growth
  7. Evidence of a sound compliance history with at least annual Advice Quality audits
  8. Demonstrated experience in establishing and developing referral relationships
  9. Currently authorized to provide “full” financial advice
  10. Looking for a boutique and collegiate Licensee environment
  11. A positive compliance history and not banned from providing financial advice or services
This is a fantastic opportunity for Financial Advisers who are looking to take their profession to the next level. Receive great support from a well-established brand and operate in a unique friendly environment.
Apply online today or contact Oliver at for any confidential discussion.