Financial Adviser X 2

2 weeks ago


Sydney, Australia Advance Recruitment Partners Full time

**Job **Title: Experienced Financial Adviser x 2**

Are you an experienced and passionate Financial Adviser looking for a rewarding career opportunity?

A leading Financial Planning firm located in the vibrant heart of North Sydney, we are seeking two experienced Financial Advisers to provide expert guidance and personalized financial solutions to our diverse client base.

There is an existing client book (120 clients) with the opportunity for growth.

**Essential Criteria: Permanent residency, employment tenure, qualified Advisers with recent financial advice experience (Authorised Rep Status)**

**Responsibilities**:

- Conduct comprehensive financial assessments and identify clients' financial goals, aspirations, and risk tolerance.
- Develop and implement tailored financial strategies, including investment planning, retirement planning, and estate planning.
- Provide ongoing financial advice and support to clients, ensuring their financial plans align with their evolving needs and market trends.
- Monitor and review investment portfolios and make necessary adjustments to optimize performance and manage risk.
- Keep up to date with industry trends, regulations, and best practices to provide clients with the most relevant and effective advice.
- Cultivate and maintain strong relationships with clients, building trust and loyalty through exceptional service.
- Collaborate with a team of professionals, including lawyers, accountants, and investment analysts, to deliver comprehensive financial solutions.

**Requirements**:

- Minimum of 3 years of experience as a Financial Adviser, within a financial planning or wealth management firm.
- Bachelor's degree in Financial Planning. Relevant certifications (e.g., CFP, CFA, CPA) are highly desirable.
- Strong knowledge of investment products, financial markets, and regulatory frameworks.
- Proven track record of successfully managing client relationships and delivering exceptional financial advice.
- Excellent analytical, problem-solving, and decision-making skills.
- Exceptional communication and interpersonal skills to effectively interact with clients and colleagues.
- Ability to work independently, meet deadlines, and manage multiple priorities effectively.
- Proficiency in financial planning software and CRM systems.

**What We Offer**:

- A supportive and collaborative work environment with a focus on professional growth and development.
- Competitive compensation package with performance-based incentives.
- Opportunities to expand your expertise through continuous learning and professional development programs.
- Access to cutting-edge tools, technology, and resources to enhance your productivity and efficiency.
- A diverse and inclusive workplace culture that values teamwork, innovation, and integrity.


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