Financial Planning Advisor

17 hours ago

Sydney, New South Wales, Australia William Buck Full time
Unlock Your Potential as a Financial Planning Advisor

Are you looking for a challenging role that offers broad exposure to all aspects of financial advice and planning? Do you want to work with a team of high-performing individuals who provide client-centric advice? If so, we have an exciting opportunity for you

Our Wealth Advisory team is growing rapidly, and we are seeking an enthusiastic and driven Associate Advisor to join our team. As a key member of our team, you will work closely with our Directors and Senior Advisors to provide sophisticated and tailored advice to successful business owners, high-level executives, and ultra-high net worth families.

What You'll Get Involved With:

  • Attending and contributing to new and existing client meetings
  • Leading the client relationship in partnership with a Senior Advisor
  • Working with Directors/Senior Advisors to develop and produce high-level and truly complex strategy advice documents
  • Investment analysis, portfolio construction, and management
  • Researching and developing financial strategies across wealth accumulation, investment strategies, balance sheet restructuring, debt management, estate planning, tax minimization, and asset protection
  • Providing strategic input to the preparation of client review documents
  • Implementation of client recommendations, including portfolio trading, to bring a strategy to life
  • Attending to client queries and liaising with other professionals to deliver great client outcomes

What We're Looking For:

  • A degree in Commerce, Economics, or a similar discipline preferred
  • 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role, or accounting is preferable
  • A desire to invest in themselves as much as we will invest in them - which is a lot
  • Exceptional client service focus and excellent written and verbal communication skills
  • Exceptional lateral thinking and problem-solving skills
  • Strong Word, Excel, and analytical skills
  • Personable and good fun people who want to build their careers with us

Benefits and Perks:

  • Hybrid Working Arrangements - 2 days from home
  • Salary Continuance Insurance for all employees
  • Genuine career development opportunities
  • Access to an In-house psychologist - for personal, professional, or career coaching discussions
  • Bi-Monthly Colleague Lunch
  • Dress for your day
  • Social Club events
  • Personal Training, Yoga, Run Club, and more
  • Mentorship
  • Cutting-edge Return to Work Incentive for primary carers

We are committed to providing a supportive and inclusive work environment that allows our employees to thrive. If you're passionate about delivering exceptional client service and want to be part of a dynamic team, we encourage you to apply today

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