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Financial Services Professional

2 months ago

Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time
About the Role

We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Independent Resourcing Consultancy Ltd. As a key member of our financial services team, you will be responsible for providing expert advice and guidance to clients on their medium to long-term financial objectives.

Key Responsibilities
  • Assess and advise clients on their financial goals and objectives
  • Develop and implement personalized financial plans to meet clients' needs
  • Collaborate with our marketing, coordination, and paraplanning teams to facilitate daily client interactions
  • Stay up-to-date with industry developments and best practices to ensure compliance with client and company expectations
Requirements
  • Strong interest in pursuing or advancing a career in Financial Services
  • Commitment to learning and professional development, with a minimum of Level 4 qualification UK or equivalent
  • Exceptional communication skills and professionalism
  • Driven by success and targets
  • Highly motivated with a positive outlook
  • Desire to contribute to a firm renowned for its strong reputation and expanding global presence
  • Fluency in English, proven sales capabilities, and an entrepreneurial spirit
What We Offer
  • Competitive remuneration and exceptional earnings for top performers
  • Regular incentives, including international conventions
  • Potential for involvement in our ambitious global expansion plans, including the opportunity to open new offices worldwide
Preferred Qualifications
  • Established AUM/book of existing clients