Job Description

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Financial Adviser

Advertiser: Link Wealth GroupMore jobs from this company

Job Information

Job Listing Date
21 Oct 2019
Location
Melbourne, Eastern Suburbs
Salary
$70k - $85k plus super & bonus
Work Type
Full Time
Classification
Banking & Financial Services, Financial Planning

Financial Adviser

Link Wealth Group is a high performing, dynamic and growing financial planning and mortgage broking firm located in Hawthorn East.  We are currently experiencing high growth which provides an exciting opportunity for an experienced adviser to join our team. 

The successful candidate will be providing financial advice to an existing book of clients and will be responsible for providing high quality and compliant advice.

If you are an experienced and ambitious adviser this is a perfect opportunity for you to join a progressive firm and build a successful and rewarding career.

Your responsibilities would include:

  • Providing advice to a varied client data base including retirement and investment planning, corporate superannuation, retail superannuation and insurance;
  • Maintaining compliance standards to satisfy legislative and licensee requirements;
  • Developing and maintaining quality long-term relationships with your clients;
  • Consistently delivering exceptional service that meets or exceeds client expectations;
  • Contributing to the growth of the business both locally and interstate and being an active member of the team.

Successful applicants will have:

  • Minimum of 3 years’ experience working as a financial adviser;
  • RG146 plus relevant tertiary qualifications;
  • Proven success in setting and achieving targets;
  • Excellent communication and relationship building skills;
  • Be self-motivated and have a strong desire to succeed.

The successful candidate will be motivated, hardworking and highly driven to succeed.  You will also have a positive attitude, be a team player and possess a very high work ethic.

Our company's core values are as follows:

  • Team Work
  • Professionalism
  • Passionate
  • Family

We offer an attractive salary package including a generous bonus structure based on performance. 

Apply now to join our team!

Link Wealth Group is a high performing, dynamic and growing financial planning and mortgage broking firm located in Hawthorn East.  We are currently experiencing high growth which provides an exciting opportunity for an experienced adviser to join our team. 

The successful candidate will be providing financial advice to an existing book of clients and will be responsible for providing high quality and compliant advice.

If you are an experienced and ambitious adviser this is a perfect opportunity for you to join a progressive firm and build a successful and rewarding career.

Your responsibilities would include:

  • Providing advice to a varied client data base including retirement and investment planning, corporate superannuation, retail superannuation and insurance;
  • Maintaining compliance standards to satisfy legislative and licensee requirements;
  • Developing and maintaining quality long-term relationships with your clients;
  • Consistently delivering exceptional service that meets or exceeds client expectations;
  • Contributing to the growth of the business both locally and interstate and being an active member of the team.

Successful applicants will have:

  • Minimum of 3 years’ experience working as a financial adviser;
  • RG146 plus relevant tertiary qualifications;
  • Proven success in setting and achieving targets;
  • Excellent communication and relationship building skills;
  • Be self-motivated and have a strong desire to succeed.

The successful candidate will be motivated, hardworking and highly driven to succeed.  You will also have a positive attitude, be a team player and possess a very high work ethic.

Our company's core values are as follows:

  • Team Work
  • Professionalism
  • Passionate
  • Family

We offer an attractive salary package including a generous bonus structure based on performance. 

Apply now to join our team!

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • Have you completed a qualification in financial planning?
  • What's your expected annual base salary?
  • How many years' experience do you have in the financial services industry?
  • Have you completed a RG146 compliance training course?

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