Financial Planner – SW Sydney

4 days ago


Sydney, Australia financial-advisor.de Full time

Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site.

-

Mature Boutique Advisory Firm

-

Established Accounting Relationships

-

Hybrid Role - Book + Referrals

-

Full Back office Support

The Company

Multi office Sydney based Financial Planning firm with strong ties to the accounting sector and a proud 10 year history of growth and success providing quality financial advice.

The business has a large and loyal client base with strong revenues, a highly efficient well staffed back office, and close ties with accounting.

The Role - Financial Planner / Hybrid

Located in the Camden office, the primary focus of the role is to provide a high level of service and advice to an existing list of clients (60) through personal interaction, client reviews, and education services.

A hybrid role, you will also meet and engage new clients referred from the accounting partners. Maintain and foster relationships with accounting referral partners, design and implement coaching tools to enhance knowledge and triggers for advice.

Deliver high quality investment, SMSF, insurance and strategic financial advice, obtain referrals from existing clients, successfully convert leads generated by Merit business development.

The Benefits

The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships. Enjoy a Hybrid advice role with existing and new business clients.

Work closely with an on-site accounting group motivated to refer clients and grow the business. Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of internal support with dedicated administration with all back office functions taken care of by the team.

The Person

Ideal applicants will have 5 years' experience in a client facing advice role encompassing a broad range of client types and demographics. You will display advanced technical skills with direct experience working with SMSF's, investments, and retirement income streams.

You are a mature advice professional and will demonstrate a high level of client service ethic, aptitude and capabilities, working knowledge of cash flow modelling, tax structures and long term investment strategies.

Remuneration

A highly attractive market salary plus incentives will be negotiated with the successful applicant.

A full Company and Position Brief will be sent to qualified applicants.

Australian Financial Planners only

If you are an Adviser seeking to emigrate and work in Australia, please send us a separate email introducing yourself and we can assist with the transition.

Enquiries: Send Email

#J-18808-Ljbffr


  • Financial Planner

    1 week ago


    Sydney, Australia Insignia Financial Full time

    Financial Planner - Join a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the...

  • Senior Consultant

    2 weeks ago


    Sydney, New South Wales, Australia SW Full time $80,000 - $90,000 per year

    About SW Accountants & AdvisorsSW Accountants & Advisors (SW) is Australia's best kept accounting secret. We are a leading advisory and accounting firm with a 90-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have over 45 Partners and 400 staff and nationally. SW provide a full range of audit, business advisory, corporate...

  • Financial Planner

    1 week ago


    Sydney, Australia Insignia Financial Full time

    Join a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients...

  • Financial Planner

    7 days ago


    Sydney, Australia NobleOak Full time

    **Closing Date**: 18/10/2024 **Job Type**: Contract **Location**: Sydney office **Job Category**: Shared Services 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 flexible paid-per-hour opportunity? Join our team in Sydney for a specialised role! **Job...

  • Financial Planner

    1 day ago


    Sydney, New South Wales, Australia NobleOak Full time $90,000 - $120,000 per year

    Closing Date: 30/08/2025Job Type:ContractLocation:Sydney officeJob Category:Product & UnderwritingNobleOak 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 roleJob DescriptionJob DescriptionAs an...

  • Financial Planner

    3 weeks ago


    Sydney, New South Wales, Australia Sterling Ltd Full time

    Overview At bdh Sterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK.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...

  • Financial Planner

    3 weeks ago


    Sydney, New South Wales, Australia Sterling Ltd Full time

    OverviewAt bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. 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...

  • Financial Planner

    3 weeks ago


    Sydney, New South Wales, Australia Sterling Ltd Full time

    OverviewAt bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. 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...

  • Financial Planner

    2 days ago


    Sydney, New South Wales, Australia bdhSterling Full time $90,000 - $120,000 per year

    At bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. 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...

  • Senior Consultant

    3 days ago


    Sydney, New South Wales, Australia SW Accountants & Advisors Full time $90,000 - $120,000 per year

    About SW Accountants & AdvisorsMelbourne, Sydney or Brisbane locationSW Accountants & Advisors (SW) is Australia's best kept accounting secret. We are a leading advisory and accounting firm with a 90-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have over 45 Partners and 400 staff and nationally. SW provide a full range...