Top Financial Planner Jobs Available Now

2 weeks ago

Sydney, New South Wales, Australia beBeeCareer Full time $120,000 - $150,000

Job Title: Financial Planner – SW Sydney

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

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The company seeks an ideal candidate to fill this position, requiring 5 years of experience in a client-facing advice role encompassing a broad range of client types and demographics. The successful applicant will display advanced technical skills with direct experience working with SMSF's, investments, and retirement income streams.

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Main Responsibilities:

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  • Mature Boutique Advisory Firm: Work in a well-established firm with a strong focus on providing quality financial advice.\
  • Established Accounting Relationships: Foster relationships with accounting partners to grow the business and refer clients.\
  • Hybrid Role - Book + Referrals: Meet and engage new clients referred from accounting partners and maintain existing client relationships.\
  • Full Back office Support: Enjoy a high level of internal support with dedicated administration taking care of all back office functions.\
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Key Requirements:

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  • A degree in finance or a related field.\
  • At least 5 years of experience in a client-facing advice role.\
  • Advanced technical skills, including direct experience working with SMSF's, investments, and retirement income streams.\
  • Foster strong relationships with accounting partners.\
  • Demonstrate a high level of client service ethic, aptitude, and capabilities.\
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Benefits:

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  • Highly Attractive Salary: A competitive market salary plus incentives will be negotiated with the successful applicant.\
  • Opportunity to Grow: The opportunity to apply professional capabilities in a highly focused advice firm with strong existing client relationships.\
  • Professional Development: Enjoy continuous learning and growth opportunities.\
  • Work-Life Balance: Benefit from a high level of internal support and flexibility.\
  • Career Advancement: Opportunity to take on leadership roles and advance your career.\

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