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Financial Adviser

Forest Hill Permanent AU$117,000 - AU$143,000 per year View Job Description
Join a respected professional services organisation as a Financial Planner in the Banking & Financial Services sector. This permanent position in Forest Hill offers an exciting opportunity to provide expert financial advice and help clients achieve their financial goals.
  • Boutique firm
  • Opportunity for growth and development

About Our Client

This is an outstanding opportunity to join a collaborative, high-performing advisory team where you'll inherit an established client base while also having the opportunity to develop new relationships.

You'll work closely with experienced advisers, paraplanners and client service professionals, allowing you to focus on delivering high-quality advice and growing your portfolio.

Job Description

  • Build and maintain long-term trusted relationships with clients
  • Deliver comprehensive financial advice across:
    • Superannuation
    • Retirement Planning
    • Investment Advice
    • Wealth Creation
    • Cash Flow & Budgeting
    • Personal Insurance
    • Estate Planning (in conjunction with legal professionals)
    • Tax-effective investment strategies
  • Conduct discovery meetings and identify clients' financial goals and objectives
  • Prepare and present tailored financial strategies and recommendations
  • Review and manage existing client portfolios
  • Ensure all advice complies with ASIC, FASEA and licensee requirements
  • Work collaboratively with paraplanning and client service teams
  • Generate referrals through existing client relationships and professional networks
  • Participate in business development initiatives, seminars and networking events
  • Maintain accurate CRM records and ongoing compliance documentation
  • Stay up to date with legislative, regulatory and market developments

The Successful Applicant

We're looking for someone who enjoys developing genuine relationships and takes pride in delivering exceptional client outcomes.

You'll ideally possess:

  • Relevant tertiary qualification in Commerce, Finance, Financial Planning or a related discipline
  • Approved qualifications under ASIC's Financial Adviser standards
  • CFP designation (or working towards) highly regarded
  • 3+ years' experience providing holistic financial advice
  • Strong technical knowledge across investments, superannuation, retirement and wealth strategies
  • Excellent communication and presentation skills
  • High emotional intelligence and strong relationship-building ability
  • Commercial mindset with the ability to identify growth opportunities
  • Strong ethical standards and client-first approach
  • Experience using Xplan or similar financial planning software
  • RG146 compliant (where applicable)

What's on Offer

  • Competitive salary plus attractive bonus structure
  • Established client book with ongoing referral opportunities
  • Genuine career progression into Senior Adviser or Leadership roles
  • Ongoing professional development and CFP support
  • Flexible working arrangements
  • Collaborative and supportive team culture
  • Modern office in a premium Melbourne location
  • Access to high-quality marketing and business development support
  • Administrative and paraplanning support to maximise client-facing time
  • Opportunity to help shape the future direction of a growing advisory practice
Contact
Ben Naylor
Quote job ref
JN-072026-7052757
Phone number
+61386166225

Job summary

Function
Banking & Financial Services
Specialisation
Financial Planning & Wealth Management
Industry
Financial Services
Location
Forest Hill
Job Type
Permanent
Consultant name
Ben Naylor
Consultant phone
+61386166225
Job Reference
JN-072026-7052757

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. PageGroup acknowledge and pay our respects to the Traditional Custodians of the land we operate on.