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We have a unique opportunity for a Financial Planner to join an exciting company in the heart of Melbourne CBD.

You will get to be part of a brand new division of a highly successful Wealth Management company. It's through the current business that this new business will have a head start with strong referral pathways already in place. This business will aim to provide advice to young families/professionals who are interested in getting a healthy, informed alternative to typical corporate financial businesses.

The successful candidate will have a very motivated and driven Managing Director who will offer the chance to grow your Financial Planning career using exciting networking events that promote the connection between healthy living and financial well-being . This business has been in the making for a year and a half and is now ready to kick start once they find the right advisor to come on board. 

This company will have a huge emphasis on cultural fit, so the ideal candidate will be willing to commit whole-heartedly and embrace what the company represents.

Non-negotiable Requirements

-Relevant Degree (Business/Finance)
- AT LEAST 1 year experience having been exposed to giving face to face Financial advice
-Well presented, sharp and confident
- Strong initiative and an 'ideas person'
-High level of desire to grow organically with the company

For more information, please contact Jessica Swindon 03 8640 5410 or


Reference:JA-2614799Location:MelbourneDate:12 October 2017

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