Financial Planner
4 days ago
As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.
We're now seeking a qualified Financial Planner to join our Sydney-based team and provide tailored, long-term financial advice to our clients.
The Role This is a client-facing role where you'll build trusted relationships and provide end-to-end holistic advice.
Key Responsibilities Deliver high-quality, holistic financial advice aligned to clients' life goals Work closely with in-house paraplanners and client services teamto streamline advice delivery Maintain compliance with Australian financial services regulations (AFSL)Stay current with changes in financial legislation, products, and global financial trends What You'll Bring Relevant qualifications in Financial Planning (minimum Diploma of Financial Planning / FASEA-compliant)Proven experience as a financial planner in Australia, with a holistic, client-first approach Strong understanding of Australian superannuation, investment and insurance products Interest in UK pension transfers Excellent interpersonal and communication skills A proactive mindset and a genuine desire to make a difference in clients' lives What We Offer The opportunity to work in 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
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