Financial Adviser JV Business Opportunity

Posted on 17. Jan, 2018 by in Financial Planning

Business opportunity for an experienced Financial Adviser

Financial Adviser Job Melbourne (2)

We have a unique opportunity for a Financial Adviser who has 6-7 years experience as a financial adviser in Melbourne CBD and wants to grow their own Financial Planning business while receiving a salary and being supported by a dynamic team.

We at Abound Financial & Lifestyle Planning have recently opened a Melbourne CBD office and are looking to hire a full time city based senior Financial Adviser. This will help us grow our business and support a dedicated and driven Financial Adviser who wants to run their own show and have the support of an expert Financial Planning firm behind them.

If you’re a Financial Adviser who wants to:
• Join an existing Financial Planning firm
• Own a substantial % of your own business
• Receive a salary and support while driving new business growth

About the role:
• We are seeking an experienced and qualified Financial Adviser who:
• wants to branch out on their own while receiving support in doing so
• or is currently running their own firm who would like to join forces with a dynamic team, receive a salary and back office support to free up their time to go out and generate more business

Duties & responsibilities
• Drive new business growth, sales & marketing in the CBD (Melbourne)
• Provide expert Financial Planning service to clients
• Meet with clients for reviews

Skills & experience required (essential)
• CFP Qualified Financial Adviser
• 6-8 years experience as a Financial Adviser in a Financial Planning Firm or Banking sector

Benefits & culture
• Focus on signing new clients and looking after own client base
• Paraplanning and admin back office support team is provided within our firm
• Financial support opportunities
• Friendly, experienced, supportive and dynamic team environment
• Melbourne CBD/City opportunity

For more information or to apply for this position please ensure you have all the relevant skills, experience and qualifications listed above and send your cover letter and CV to:

Michelle Morgan – Administration Officer
Abound Financial & Lifestyle Planning
T: 03 9373 3500


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