Senior Financial Planner

1 month ago

Sydney, New South Wales, Australia Perpetual Full time
About the Role

We are seeking a highly skilled and experienced Financial Advisor to join our Wealth Management team. As a Senior Financial Planner, you will be responsible for providing strategic financial advice to our clients, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Prepare and present comprehensive financial plans to clients, taking into account their individual circumstances and goals.
  • Provide ongoing financial advice and guidance to clients, helping them navigate complex financial decisions.
  • Develop and maintain strong relationships with clients, understanding their needs and preferences.
  • Identify and pursue new business opportunities, working closely with colleagues and partners to drive growth and revenue.
  • Stay up-to-date with industry trends and developments, applying this knowledge to provide expert advice to clients.
About You

We are looking for a highly motivated and experienced Financial Advisor who is passionate about delivering exceptional client service. To be successful in this role, you will need:

A strong background in financial planning, with a minimum of 5 years' experience.Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.A deep understanding of financial products and services, with the ability to provide expert advice to clients.A strong business development mindset, with a proven track record of identifying and pursuing new business opportunities.Our Culture

We are a dynamic and innovative organization, committed to delivering exceptional client service and driving business growth. Our culture is built on three core values: Stretch, Own it, and Make an impact. We are passionate about creating a workplace that is inclusive, diverse, and supportive, where everyone has the opportunity to thrive.

Employee Benefits
  • Flexible work arrangements, including the option to work from home or in our office.
  • A comprehensive benefits package, including access to professional development opportunities and a range of employee perks.
  • A commitment to diversity and inclusion, with a range of initiatives and programs in place to support our employees and clients.

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