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Senior financial adviser (north sydney council)

Sydney
Recruit 2 Advice | Australian Financial Planning Recruitment & Management Consultants since 1998
Posted: 6 October
Offer description

Overview

Join a well-established, ASX-listed national firm with a strong reputation in integrated Accounting & Wealth Management. This prospect allows you to take on an established client book, develop meaningful client relationships, and leverage the support of a highly skilled advice team. With the backing of a large national team and partnerships network, you’ll benefit from the strength of a national brand while working in a mature, strategically positioned practice.

What’s on offer:

- Mature, nationally recognised firm with ASX listing
- Strategic, integrated Accounting & Wealth Management model
- Supportive leadership and established advice team of five
- Loyal exiting client book
- Opportunity to deliver sophisticated advice to Business and HNW clients

What you’ll bring:

- Minimum 5 years’ financial advice experience
- Advanced investment knowledge and technical capabilities
- Proven success in developing and executing HNW strategies
- Excellent interpersonal and relationship-building skills
- Growth mindset with drive and ambition

Next steps:

- On expression of interest, advisers who meet the criteria will receive a written company and position brief prior to a confidential discussion.

Details

- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance and Sales
- Industries: Business Consulting and Services

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📌 Senior Financial Adviser
🏢 Recruit 2 Advice | Australian Financial Planning Recruitment & Management Consultants since 1998
📍 North Sydney Council

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