Financial Planner

1 month ago

Sydney, New South Wales, Australia NobleOak Full time

NobleOak is a high-growth challenger brand that prioritizes its clients' needs.

We're seeking an experienced financial planner to join our Sydney team in a specialized role.

Job Overview

As a financial planner on our Wealth Maximiser product, you'll work closely with customers to help them achieve their financial goals. You'll utilize your expertise in financial planning to enhance the delivery of our Wealth Maximiser service and provide exceptional customer interactions that educate and empower customers.

This role offers a flexible, paid-per-hour arrangement, making it ideal for candidates seeking additional or ad-hoc work. You'll collaborate with our dynamic team to make a meaningful impact on customers' lives.

Key Responsibilities:

  • Comply with FASEA requirements
  • Authorised to provide tax advice
  • 5+ years of experience advising retail clients
  • Willing to comply with CPD requirements
  • Strong customer management and communication skills
  • Beneficial to have a strong social media presence

What We Offer:

A flexible, paid-per-hour opportunity to work with a high-growth challenger brand. Collaborate with our dynamic team and make a real impact on customers' lives.

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