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I connect ESG, Responsible Investment, Sustainability & Wealth Management professionals across Australia
About The Company
Our client is a well-established financial advisory firm located in the inner-eastern Melbourne suburbs. As their business scales, the firm is seeking to onboard a proactive Financial Adviser who possesses either a book of clients or a strong external network to bring in new business.
The ideal candidate will play a key role in supporting a growing portfolio of clients by delivering personalised financial solutions, fostering trusted relationships, and contributing to the firm's continued success.
The firm is looking to offer equity in the business after 12 months for someone that is looking to establish themselves in the business long term.
Key Responsibilities:
* Develop and implement personalised financial strategies tailored to each client's unique goals and circumstances.
* Lead regular client review meetings to evaluate progress and adjust strategies as needed.
* Ensure all client documentation is accurate, up-to-date, and fully compliant with regulatory requirements.
* Participate in internal strategy sessions with advisers and support staff to align on client objectives.
* Collaborate with colleagues to deliver comprehensive advice across all areas of financial planning.
* Provide clear direction for the preparation of advice documents, including detailed file notes and SOA requests.
* Review advice documents to confirm strategic suitability and compliance with current legislation.
* Present financial strategies to clients in a clear and engaging manner, securing their agreement to proceed.
New Client Generation
* Take ownership of new business generation by identifying and converting opportunities into long-term client relationships.
* Build and maintain strong referral networks to support consistent lead flow and business growth.
* Conduct initial meetings with prospective clients to understand their needs and establish trust.
* Secure formal authority from new clients to proceed with financial advice and planning.
* Identify and lead initiatives such as seminars, sponsorships, and events to promote the firm's services.
* Manage and contribute to the creation of fortnightly financial planning content for the company newsletter.
Team Leadership & Operational Oversight
* Lead and support team members and contractors, ensuring accountability to performance and operational goals.
* Plan and manage monthly workloads to ensure deliverables are achievable and aligned with business priorities.
* Monitor productivity, WIP, and write-off metrics, ensuring targets are met and reviewed regularly.
* Identify training needs and coordinate development opportunities to address skill gaps.
* Facilitate 90-day planning cycles and ensure timely execution of key initiatives.
* Act as the escalation point for complex client issues, resolving concerns efficiently and professionally.
* Attend monthly board meetings and contribute strategic insights and operational updates.
* Prepare and present reports summarising divisional performance, forecasts, and key outcomes.
* Develop, manage, and report on the annual budget for the division, including revenue, cost of sales, and expenses, ensuring alignment with financial targets and KPIs.
How to apply
If you are interested in learning more about this position, please apply via the attached link or contact:
Riley Thompson - 0423 356 100 | riley@kaizenrecruitment.com.au
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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