Job Description

Financial Adviser

• 120,000 Per Year + Super
• Melbourne
• Banking & Financial Services

Woods & Co Recruitment are proud to be partnering with a well-established Melbourne-based financial advisory and insurance specialist firm, who are seeking an experienced Financial Advisor to join their growing team.

What's in it for you?

• Salary of $120,000 - $140,000 + super
• All back office and admin work is taken care of for you
• Meetings are pre-booked - you simply walk in and deliver the advice
• Join a supportive, collaborative team with a strong focus on client outcomes
• Genuine career progression on offer for the right candidate

What you'll do:

• Deliver tailored financial advice across superannuation, life insurance, and risk products
• Attend pre-scheduled client meetings and provide expert recommendations
• Conduct in-depth analysis of clients' financial situations, goals, and investor profiles
• Build long-term client relationships based on trust and quality advice
• Keep up to date with product and market changes across the super and insurance space

What we're looking for:

• Current RG146 / relevant financial advice qualifications and AFSL authorisation
• Proven experience providing financial advice, ideally within superannuation and/or insurance
• Strong communication skills with the ability to simplify complex information for clients
• A client-first mindset and high attention to detail
• Ability to work autonomously once meetings are handed to you

If you're as passionate about this position as we are, then please don't delay and APPLY NOW! We are interviewing immediately.

For a confidential discussion please call Xavier Carew on 0439 565 880 or email xavier@woodsco.com.au.

Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce that values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or linguistically diverse backgrounds, all members, and genders of the LGBTQI community and people with disability.

Woods & Co specialises in recruitment for the SaaS Industry and source candidates for a variety of roles. If this position doesn't suit you and you are looking for a new opportunity, we'd still love to hear from you info@woodsco.com.au. Or, if you know of someone looking for a new job, refer them to us and we'll give you a $250* gift voucher, if we find them a new permanent position!

*only shortlisted candidates will be contacted

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