Financial Planner

3 weeks ago

Sydney, New South Wales, Australia Buscojobs Full time

NobleOak is a high-growth challenger brand that puts the client at the centre of our business.

Are you an experienced financial planner looking for a part-time opportunity? Join our team in Sydney for a specialised role

Job Description

As an experienced financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of advice generated from our platform, helping them to follow their strategic plan and achieve their financial goals. You will utilise your previous experience in financial planning to enhance the delivery of the Wealth Maximiser service, help improve our materials, and provide positive customer interactions that educate and empower customers.

It would be preferable if you have a strong social media following and/or are willing to promote on your own social media. We would love for you to represent Wealth Max in podcasts, interviews, and possible news shows.

Collaborate with our dynamic team and make a real impact in customers' lives

You will need to be an authorised representative of NobleOak, though this does not preclude other authorised representations. We will occasionally require your presence at our Sydney office for internal meetings, training, and other opportunities.

Experience & Qualifications :

  • Compliance with FASEA requirements
  • Authorized to provide tax advice (see here for more details)
  • 10+ years in advising retail clients
  • Willing to comply with CPD requirements
  • Strong customer management
  • Strong presentation and communication skills (verbal and written)
  • Beneficial to have a strong social media presence
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