Join to apply for the Financial Advisor -Investment Manager role at Michael Page About Our Client This is an opportunity to work with a well-established financial services organisation.
Known for its strong presence in the banking and financial services sector, this medium-sized company offers a professional environment with a focus on delivering exceptional client outcomes.
Job Description Provide tailored financial advice across bonds, superannuation, investments, retirement, and insurance Prepare compliant Statements of Advice (So As) and financial plans Build and maintain long-term client relationships Review portfolios regularly and ensure compliance with regulatory requirements Collaborate with paraplanners and internal teams to deliver seamless solutions Stay updated on market trends and legislative changes FASEA-approved qualification and FAR registration required Proven experience delivering holistic financial advice with strong client focus The Successful Applicant FASEA-qualified Financial Adviser with current registration on the Financial Adviser Register (FAR) Strong technical knowledge across bonds, superannuation, investments, retirement, and insurance Proven experience providing holistic financial advice Client-focused with excellent relationship-building skills Highly compliant and detail-oriented Able to work collaboratively with paraplanners and support staff What's On Offer Competitive base salary plus performance-based incentives Full paraplanning and administrative support Career growth, training, and professional development opportunities Collaborative, professional, and values-driven Sydney-based team Opportunity to focus on delivering quality client advice rather than administrative tasks Contact Chris Hanley Quote job ref: JN- Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries: Financial Services, Accounting, and Banking Referrals increase your chances of interviewing at Michael Page.
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