We're looking for an experienced and dedicated Financial Adviser to join our Technical Financial Advice team and be the first of an interstate expansion of the team into Sydney. The role is focused on delivering high-quality, non-investment financial advice to stockbrokers, private wealth advisers and their clients.
You will work independently from our Sydney office as the sole non-investment client adviser, serving as both product champion and technical expert. Backed by a Melbourne-based team providing paraplanning and administrative support, you'll have the freedom to focus on delivering exceptional technical advice and cultivating strong relationships.
This is a unique opportunity to take full ownership of your role, leveraging your drive and initiative to deliver meaningful impact.
Responsibilities
* Provide strategic financial advice aligned to client goals
* Build and maintain long-term, trusted relationships with both investment advisers and their clients
* Identify opportunities to deepen client engagement and outcomes
* Work closely with local and inter-state based advisers, paraplanners and client services team
* Maintain the highest standards of compliance and professionalism
* Commit to continuous self-improvement by expanding your technical expertise and fostering strong professional relationships.
Requirements
* Experience as a Financial Adviser within a professional advice firm
* Relevant business or commerce tertiary degree
* Strong technical and strategic advice capability
* Self-starter with ability to work autonomously
* Excellent communication and relationship-building skills
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