Financial Planner - Marshall McAdam- Melbourne Area, Australia

Financial Planner

Marshall McAdam- Melbourne Area, Australia

Job Description

• Independent firm with enviable status in the market
• Access to an established client base
• Competitive base salary, plus path to equity

This established financial services firm has a pristine reputation and is well resourced to support its team of financial planners.
They have a constant flow of referrals based on client integrity, with strong compliance and research.
The business is well structured for growth. As a result they now seek a financial adviser to join their team.

As a financial planner in a team, you will be required to take in qualified referrals and meet with clients to understand their needs and objectives. Clients referred through various sources require comprehensive advice, are often in the HNW category and you will be supported with client services and paraplanning. You will educate your clients through the process, suggest advice based on their
needs and objectives and only if appropriate recommend suitable products to fit the strategy. You will be required to pitch for business on occasion alongside other team members, and to attend client functions.

Desired Skills & Experience

You are an experienced financial planner, and ideally have at least completion of the ADFS
or Grad Dip in Financial Planning. It would be advantageous to be a CFP.

You have excellent relationship management skills and the ability to build on existing networks.
With a passion to deliver sound advice, you enjoy taking clients through the financial planning process with a desire to work for a fee for service business.

There are numerous employee benefits associated with this group. This is an opportunity to join a solid, secure and consistent group with the outlook to develop you into one of the industry's best advisers.

To find out more more about this role, please contact either Mark Fradkin on (03) 8399 9309 or Alisha Hook on (03) 8399 9308 or apply online today!

Company Description

At Marshall McAdam it's all about the company we keep – 
our own talented people and those in our professional networks.

Our approach goes beyond transactional recruitment models which rely on sourcing from the active candidate market and where any result is considered good enough. 
In our world, everyone wants to accomplish so much more. Just as well our team has the experience, knowledge and vision to make sure they do.

Having a strong network is critical, but it's how we collaborate with our contacts that really counts. We're different because we invest in our base dedicating research resources to constantly expanding our networks and fostering long term relationships with finance and technology professionals.

The strength of the company we keep is evident in the quality of our client and talent advisors, who have genuine specialist recruitment backgrounds and years of practical experience sourcing, placing and supporting qualified professionals and leaders. They work in dedicated market portfolios where clients benefit from their in-depth knowledge of accounting, finance, risk, strategy, wealth management, banking, technology and projects.

From hiring operational staff to experienced leaders on a permanent, interim or contract basis, we're the people you talk to when you're serious about getting the right result.