We're seeking a qualified Financial Planner to join our Sydney-based team and provide tailored, long-term financial advice to clients.
The Role is a client-facing position where you'll build trusted relationships and deliver holistic financial advice aligned to clients' life goals. This includes working closely with in-house teams to streamline advice delivery and maintaining compliance with Australian financial services regulations.
To succeed in this role, you'll need relevant qualifications in Financial Planning (minimum Diploma of Financial Planning / FASEA-compliant) and proven experience as a financial planner in Australia with a holistic, client-first approach.
You'll also require a strong understanding of Australian superannuation, investment, and insurance products, as well as interest in UK pension transfers. Excellent interpersonal and communication skills are essential for this role.
What We Offer:
* A supportive and growing international firm
* A strong pipeline of high-quality, advice-seeking clients
* A collaborative team culture where your ideas and contributions are valued
* Flexible working arrangements and a strong focus on work/life balance