Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you looking for an environment ready to match your ambitions? Do you want to join a team of experienced licensed professionals with a strong work ethic utilizing cutting edge analysis tools and client management systems?
As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers.
As a result of continued growth they are extending their team of experienced Financial Advisers based in Sydney, where they offer services for the large and affluent expatriate communities in Australia.
We are looking for highly motivated, successful Independent Financial Advisers already living on location or ready to relocate.
Career Benefits
* Recognize your efforts with excellent potential earnings
* Give you access to a vast market ensuring excellent earning potential
* Share ongoing fees
* Provide you with qualified online leads and back office assistance
* Provide continuous first class business development and financial training
Their financial advisers are committed to providing our clients with a first class experience. You will assess their needs regarding financial planning and wealth management issues, advise on appropriate products from top global financial institutions and offer tailored solutions. Through face to face meetings you will help our clients realise their financial goals.
Client Expectations
* Pride yourself on your track record of achieving and exceeding targets in the financial services sector
* Use your excellent communication skills to listen to, assess and connect to clients
* Thrive in a challenging role using your drive and determination to personally succeed
* Use your experience, maturity and wisdom to ensure client commitment and lasting relationships
Skills Required
* Proven ability to work closely with HNI people remotely
* Can generate business
* Can deal with problems and challenges while staying calm
* Relevant IFA qualifications are strongly preferred, but not essential if the candidate can clearly demonstrate the desire and ability gain their qualifications in a timely manner
Ideal Candidate
* Candidates MUST have Australian residence and/or already working in Australia
* Financial Advisors with experience in advising UK expatriates
* Has built or grew business by their own efforts
* Worked under sales pressure
* Provided complex financial advice
* Enjoys a challenge
* Has ability to deal with business risk
* Has been recognized for achievements in business growth / sales
* Can identify things they have done
* Can turn data into a sales story
* Can understand complex financial information
* Consistent drive to move things forward
Please note: Applicants should have at least three (3) years' client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.
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