We are seeking a seasoned financial professional to join our team in Sydney. As a courteous and respectful Senior Financial Adviser, you will work with clients across the full spectrum of financial advice, including cashflow management, pre- and post-retirement planning, wealth accumulation, personal protection, debt management, and aged care requirements.
Key Responsibilities
* Deliver exceptional client service and build long-term relationships
* Work autonomously and as part of a team to meet critical deadlines
* Maintain a strong service and relationship-building ethos
Requirements
* Relevant degree in Financial Planning or related field (or currently completing)
* Compliance with Treasury/ASIC education standards (or currently completing), including the Ethics Exam
* Excellent written and verbal communication skills
What We Offer
* A permanent role with a growing client base established over 13 years
* Direct access to a paraplanning team and support staff
* A commitment to quality, compliance, and ethical business practices
This role requires permanent residency. Aboriginal and Torres Strait Islander Peoples are encouraged to apply.