Senior Financial Adviser

4 weeks ago

Sydney, New South Wales, Australia International Search Partners Full time
Senior Financial Adviser - Quality Practice

We are seeking an experienced Financial Planner to join a well-established and reputable Financial Planning practice with locations in Sydney and across NSW. This position is based in Sydney and involves managing and providing holistic advice to a quality client base, while also managing new client referrals from internal referral partners.

With strong internal support and a collaborative team environment, this role is ideal for an adviser who enjoys working strategically with clients and contributing to the ongoing development of a professional, client-focused business.

Responsibilities
  1. Providing high-quality, independent, and tailored advice to meet clients' objectives.
  2. Managing and developing new business from internal referral partners.
  3. Maintaining relationships with a diverse client base, including Retirees, Wealth Creators, Affluent, and HNW clients.
  4. Keeping technical, regulatory, and industry knowledge up to date to provide current advice.
  5. Collaborating with a team of professionals to ensure a holistic approach to client service.
Qualifications and Skills
  1. Proven experience in financial planning, with success managing individual client portfolios.
  2. Ability to maintain and convert new business opportunities.
  3. Strong technical skills in strategy and investments.
  4. Excellent communication and relationship management skills.
  5. Completion of an appropriate tertiary financial planning qualification and SMSF accreditation.
  6. Strong analytical skills and proficiency in financial planning software.
Additional Information

This is a great opportunity for a self-motivated individual to join a professional team and contribute to the company's growth and success.

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