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May

Financial Advisor

ABFS Group - Melbourne, VIC

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

About the role

We are looking for a financial adviser (risk specialist) to join our Victorian team. We are a growing business of 25 staff across 8 locations, specialising in quality life insurance advice to individuals, SMEs and large corporates. We are focused on setting ourselves apart by providing the highest quality advice and amazing service to our clients.


Your role will be at the forefront of the business, providing risk advice to new and existing clients, managing our key referral partner relationships, and working as part of a team to grow or business.


The role provides:

  • Flexible working arrangements and locations for the right individual.
  • Assisted by a highly motivated local and centralised support team.
  • Robust compliance processes and dedicated compliance officer.
  • Referrals from a strong and valued referral partner who can introduce a very high number of quality new client opportunities.


For the right person who embodies our cultures and values, this is a position that comes with remarkable opportunities including an attractive uncapped bonus structure.


Key responsibilities include:


  • Working with clients to develop holistic risk strategies, taking in all aspects of risk management.
  • Work with our support team to research and develop appropriate recommendations.
  • Work closely with our key referral partner, to cultivate a relationship of confidence, trust, and mutual support.
  • Adhere to the compliance framework outlined by ASIC, our licensee, and our business.


About the successful candidate


As with all roles it is important you have the right knowledge and skills, however what is most important to us is the right mindset. We are looking for a dynamic and enthusiastic individual who is excited about the prospect of building a career in our industry and working with a great team.


  • 2 years industry experience.
  • DFP & ADFPP required.
  • Complete, or on track to complete FASEA exam.
  • FASEA approved qualifications, or a pathway in place.
  • Experience in the use of XPLAN and industry quoting tools preferred.
  • Understanding of current insurance product offers.
  • Excellent communication; both written and verbal.
  • Highly organised with strong administration and time management skills.
  • Willingness to travel regionally where required.


The recruitment process


Please send a resume and expression of interest to: careers@abfs.com.au


Please ensure your resume covers off on all relevant points outlined above. Successful candidates will be contacted by Monday 7 June 2021.