▷ Only 24h Left Financial Adviser

19 hours ago

Council of the City of Sydney, Australia ClearCompany Full time

Overview

Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning, lending, and implementation teams work together to ensure the advisers time is spent where it matters most.

Role

As a Senior Financial Adviser, you will be responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients. The scope of advice may include:

- Residential & Investment Lending

- Personal & Business Insurance

- Superannuation and Investment Strategies

- Retirement Planning

- Self-Managed Super Funds (SMSFs)

- Budgeting and Cash Flow Management

- Estate Planning

- Tax Planning (in consultation with accounting partners)

Your client meetings will take place primarily in the office or via video, with occasional off-site meetings as required. You will be supported by a dedicated Associate Adviser and the broader teams, including Review Booking, Paraplanning, and Client Service & Implementation (CSI), ensuring you can focus on client relationships and strategic advice.

Responsibilities

- Deliver comprehensive financial advice in line with business service model

- Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes

- Build and maintain referral relationships with external professionals and business partners

- Maintain detailed, compliant, and timely client records and file notes

- Ensure all advice meets regulatory and compliance requirements

- Meet individual KPIs as outlined in the Balanced Scorecard

- Maintain up-to-date industry knowledge and complete all required CPD

- Deliver an exceptional client experience, in line with high service standards

Success in this role looks like

- High levels of client satisfaction and retention

- Achievement of advice production and engagement targets

- Strong collaboration with internal teams to support end-to-end client outcomes

- Active contribution to a positive team culture

- Compliance with regulatory obligations

This is a business where you are very set up for success but you/'ll need to bring a strong level of personal values and desire to add real value to your clients. The firm values loyalty and will provide a very healthy and welcoming environment to work and excel in.

If this is an opportunity of interest, please contact John Molony (john@bkcon.com.au).

#J-18808-Ljbffr

  • Manager - Manufacturing [Only 24h Left]

    3 weeks ago

    Council of the City of Sydney, Australia Cochlear Limited Full time

    Manager - Manufacturing page is loaded## Manager - Manufacturinglocations: Sydneytime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 26, 2025 (22 days left to apply)job requisition id: R-622443## **Please submit your application as soon as possible, as we reserve the right to close this advertisement at any...

  • (Only 24h Left) Carer

    6 days ago

    Council of the City of Sydney, Australia Anglicare Full time

    Carer page is loaded## Carerlocations: Roden Cutler Lodge, Gordonposted on: Posted Todaytime left to apply: End Date: November 30, 2025 (30+ days left to apply)job requisition id: JR4854**Your opportunity**As a valued Carer at Roden Cutler Lodge in Gordon, you will provide high-quality, person-centred care that supports our residents to live with...

  • Legal Counsel

    3 weeks ago

    Council of the City of Sydney, Australia Lendlease Corporation Full time

    Legal Counsel page is loaded## Legal Counsellocations: Sydney - CBD, New South Wales, Australiatime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 15, 2025 (13 days left to apply)job requisition id: REQ-7064416We are currently seeking a lawyer to join our Sydney based in-house legal team within the Lendlease...

  • ▷ (Only 24h Left) Plant Operator

    3 weeks ago

    Council of the City of Sydney, Australia Fulton Hogan Ltd Full time

    Plant Operator page is loaded## Plant Operatorlocations: Eastern Creektime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 5, 2025 (28 days left to apply)job requisition id: R22898## **Job Description**For over 90 years, Fulton Hogan has been delivering high-quality infrastructure to improve the lives of people every...

  • Only 24h Left: Group Treasury Controls Specialist

    2 weeks ago

    Council of the City of Sydney, Australia International Netherlands Group Full time

    Group Treasury Controls Specialist page is loaded## Group Treasury Controls Specialistlocations: Sydneytime type: Full timeposted on: Posted 3 Days Agotime left to apply: End Date: October 25, 2025 (11 days left to apply)job requisition id: REQ-10103081At ING Australia, you will have the chance to build a career as unique as you are, with the...

  • Solution Delivery Specialist

    19 hours ago

    City of Melbourne, Australia NBN Co ltd. Full time

    Solution Delivery Specialist page is loaded## Solution Delivery Specialistremote type: Non-Field Workerslocations: Sydney: Melbournetime type: Full timeposted on: Posted Todaytime left to apply: End Date: November 8, 2025 (10 days left to apply)job requisition id: 239708# **Job Expectations**A fantastic opportunity has presented itself for a...

  • Executive - Financial Control (Only 24h Left)

    4 weeks ago

    Council of the City of Sydney, Australia Macquarie Bank Limited Full time

    As a key member of the Financial Control team, you will be supporting the delivery of end-to-end financial control for Macquarie’s Banking and Financial Services business which includes products such as Personal Banking, Business Banking, Payments and Deposits and Wealth. At Macquarie, our advantage is bringing together diverse people and empowering them...

  • (Only 24h Left) Retail Supervisor

    4 days ago

    Council of the City of Sydney, Australia Bunnings Group Full time

    Retail Supervisor page is loaded## Retail Supervisorlocations: Pymble Warehouseposted on: Posted Todaytime left to apply: End Date: October 28, 2025 (6 days left to apply)job requisition id: R055544**Join us and experience Bunnings from the other side of the counter!****What’s in it for you** **when you’re part of our team:*** Team discount at...

  • Leading Hand

    3 weeks ago

    City of Brisbane, Australia Hastings Deering group Full time

    Leading Hand page is loaded## Leading Handlocations: Australia | SEQ | Brisbane - 98 Kerry Rdtime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 31, 2025 (30+ days left to apply)job requisition id: JR116786**Company :**Hastings Deering (Australia) Ltd**About the Role**Whether you’re kicking off your career or looking...

  • ▷ (Only 24h Left) Senior Analyst, Performance & Analytics

    3 weeks ago

    Council of the City of Sydney, Australia Future Fund Full time

    Senior Analyst, Performance & Analytics page is loaded## Senior Analyst, Performance & Analyticslocations: Melbourne: Sydneytime type: Full timeposted on: Posted Todaytime left to apply: End Date: October 14, 2025 (12 days left to apply)job requisition id: JR100249***About Future Fund***At the Future Fund, we’re for future minds – like yours....