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Junior Financial Adviser

3 months ago

Sydney, New South Wales, Australia Kaizen Recruitment Full time
  • Career Growth | Potential for Equity Shares
  • Flexible Work Options
  • Location: Inner North West - Sydney

About the Company
Our partner is an independent financial services firm offering comprehensive financial advice to various clients, from young professionals to retirees.

The dynamic team specializes in holistic financial advice, covering investments, superannuation, SMSF, retirement planning, home loans, and personal risk insurance.

Role
Joining as a Financial Adviser, you will evaluate clients' financial needs and suggest suitable strategies. Your role includes overseeing plan implementation and making adjustments when necessary.

Preferred Candidate
We are looking for an organized individual with excellent communication and attention to detail. The ideal candidate should have a strong grasp of holistic financial advice.

Main Responsibilities

  • Offer advice to new clients
  • Create and finalize SOAs
  • Communicate financial concepts clearly to clients
  • Manage client relationships, conduct regular plan reviews, and make needed adjustments
  • Ensure compliance with regulations, disclose information to clients, and prioritize their best interests
  • Work independently and collaboratively

Skills & Qualifications

  • Passionate about financial planning
  • Hold a Bachelor's degree in Financial Planning or related field
  • Experience as a financial adviser or meeting FASEA standards
  • Pursuing or holding a Master of Financial Planning or CFP designation
  • Demonstrated success in providing financial planning services

This role offers a great chance to be part of a growing financial advisory firm. If you are dedicated and driven to achieve outstanding results, please apply using the provided email.

For further details, reach out to either:

Simon Gvalda on /
James Brislin on /

Reference Number:
Profession: Wealth Management

Company: Kaizen Recruitment
Date Posted: 22nd May, 2024