Wealth Management

Our client is seeking a Senior Financial Advisor to provide a high level of service and advice to an existing list of clients in their Sydney office.

Key responsibilities:

  • Responsible for meeting clients and developing personalised and high-quality advice strategies
  • Provide annual client reviews and ongoing service
  • Proactively source, engage and manage clients from internal referrals, as well as referring to other parts of the business
  • Service an existing book of clients with the goal of deepening advice relationship and the value of the client to our business
  • New business production
  • Regular presentations at events and conferences

Qualifications/ experience required:

  • Minimum of 5 years’ experience providing advice
  • FASEA approved degree
  • Passed or working towards passing the FASEA exam by the end of 2020.
  • Proficient use of financial planning software – Xplan
  • Up to date knowledge of taxation, superannuation and investment related legislation and compliance requirements.
  • Experience with SMSF set up
  • Experience dealing with SMSFs, Family Trusts and personal investment entities is highly desirable.
  • Knowledge of the medical industry is highly desirable, experience providing advice to medical professionals is a plus

The ideal candidate will have a minimum of 5 years’ experience providing financial advice strategies tailored to individual client requirements and will be able to build and manage strong relationships in a collaborative manner with internal and external stakeholders.

Apply Now

"*" indicates required fields

Drop files here or
Max. file size: 512 MB.
    Drop files here or
    Max. file size: 512 MB.
      This field is for validation purposes and should be left unchanged.