Senior Financial Advisor
2 weeks ago
We are a market leader in delivering high-quality financial advisory and taxation services to businesses, family groups, and high net worth individuals.
Clients range from dynamic start-ups to listed entities, large family groups, and inbounds seeking expert advice and compliance work.
The role of an experienced Manager with a passion for providing expert advice and compliance work is essential to our team.
You will be responsible for managing your own portfolio consisting of some of our largest clients and providing clear and effective advice.
You will seek potential consulting opportunities, manage our interaction with revenue authorities, and work closely with a Partner and mentor members of the team.
Key Responsibilities- Manage client relationships and provide expert advice on financial matters.
- Develop and implement strategies to increase client satisfaction and retention.
- Collaborate with other teams to ensure seamless service delivery.
- Stay up-to-date with industry developments and best practices.
- Five plus years' experience in a professional accounting practice in a financial advisor role.
- Completed CA or CPA (or equivalent).
- Good technical, problem-solving, and analytical skills.
- Clear communication style – you'll communicate with colleagues and clients via email, telephone, Teams, and face-to-face.
- Ability to build long-lasting client relationships.
This is a unique opportunity for an experienced financial advisor to take on a key role within our organization.
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Financial Planner – SW Sydney
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Sydney, New South Wales, Australia financial-advisor Full timeHybrid 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...
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Financial Planner – SW Sydney
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Sydney, New South Wales, Australia financial-advisor Full timeHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...
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Senior Financial Advisor
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Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000Senior Financial Advisor RoleWe are seeking a Senior Financial Advisor to support our Director in the Business Services and Tax division.In this key leadership role, you will be responsible for providing full-spectrum financial accounting, tax, and superannuation advisory services to clients, as well as leading and mentoring junior accountants.As a Senior...
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Financial Advisor Australia
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Sydney, New South Wales, Australia Ifa Jobs Full timeJoin to apply for the Financial Advisor Australia role at International Financial Advisor Jobs1 month ago Be among the first 25 applicants Join to apply for the Financial Advisor Australia role at International Financial Advisor Jobs Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you...
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Sydney, New South Wales, Australia Clarity Wealth Full time2 days ago Be among the first 25 applicantsDirect message the job poster from Clarity WealthClarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business...
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Financial Advisor
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Junior Financial Advisor
4 weeks ago
Sydney, New South Wales, Australia Zylo Full timeAre you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals? We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam In this role, you'll gain valuable experience working alongside established advisors,...
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Junior Financial Advisor
4 weeks ago
Sydney, New South Wales, Australia Zylo Full timeAre you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals?We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam In this role, you'll gain valuable experience working alongside established advisors,...
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Junior Financial Advisor
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Sydney, New South Wales, Australia Zylo Full timeAre you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals?We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam In this role, you'll gain valuable experience working alongside established advisors,...
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Sydney, New South Wales, Australia Atherton Davis Full time1 day ago Be among the first 25 applicants Direct message the job poster from Atherton Davis Director at Atherton Davis, specialist recruitment for Legal, Compliance, Risk & Company Secretarial Newly created Senior Policy Advisor position which will focus on public policy for a diverse technology led organisation operating within the financial markets.You...
