Financial Advisor

6 days ago


Sydney, New South Wales, Australia JDI Services Pty Ltd Full time

**About Us**

JDI Services Pty Ltd is a leading financial advisory firm seeking an experienced Financial Planner to join their team. Our company is dedicated to providing holistic financial solutions to our clients, and we are looking for a professional who shares our values and commitment to excellence.

**Job Summary**

We are seeking a highly motivated and experienced Financial Planner to join our team. The successful candidate will have a strong background in providing financial advice to individuals and businesses, with a focus on superannuation, retirement, and insurance planning.

**Key Responsibilities**

  • Provide expert financial advice to clients, including superannuation, retirement, and insurance planning.
  • Develop and implement comprehensive financial plans that meet the needs of our clients.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Stay up-to-date with changing regulations and industry developments, ensuring our clients receive the best possible advice.
  • Collaborate with our team to deliver exceptional client service and achieve business objectives.

**Requirements**

  • Minimum of 4 years of experience as a financial planner.
  • Completed an Advanced Diploma or Graduate Diploma of Financial Planning.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients.
  • Proven sales experience and/or experience in a phone-based sales role.
  • Ability to work effectively in a fast-paced environment and manage time efficiently.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.

**What We Offer**

  • Full back-office administration and paraplanning support.
  • Qualified leads and referrals.
  • Ongoing training and development opportunities.
  • Mentoring and coaching to help you achieve your career goals.
  • An attractive salary and bonus scheme, reflecting your skills and experience.

**If You're the Right Fit**

We're looking for a professional who is passionate about delivering exceptional client service and committed to ongoing learning and development. If you're a motivated and experienced Financial Planner looking for a new challenge, we'd love to hear from you.



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