Financial Services Professional

2 months ago


Sydney, New South Wales, Australia Click and Connect Online Limited Full time
Independent Financial Advisor Opportunity

We are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Click and Connect Online Limited.

About the Role:

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in realizing their financial objectives and securing their financial futures.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, delivering expert financial advice and guidance.
  • Perform thorough assessments of clients' current financial situations and future goals.
  • Develop and execute personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Regularly review clients' financial progress and adapt plans as needed.
  • Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients.

Requirements:

  • Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • Transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and collaboratively within a team environment.

What We Offer:

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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