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Financial Planning Specialist

2 months ago

Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time
About Us

eFinancialCareers Ltd. is a leading mid-tier Accounting firm with a strong presence in Australia and New Zealand. We pride ourselves on our collaborative environment, hybrid work arrangements, and social events that foster a sense of community among our team members.

About the Opportunity

We are seeking an enthusiastic and driven Assistant / Associate Advisor to join our Wealth Advisory team. This is an excellent opportunity for someone looking to develop their career in financial planning and advice, working closely with our Partners and Senior Advisors to provide sophisticated and tailored advice to successful business owners, high-level executives, and ultra-high net worth families.

Key Responsibilities
  • Attend and contribute to new and existing client meetings to provide exceptional client service.
  • Lead the client relationship in partnership with a Senior Advisor, working together to develop and implement financial strategies.
  • Collaborate with Partners/Senior Advisors to develop and produce high-level strategy advice documents, including investment analysis, portfolio construction, and management.
  • Research and develop financial strategies across wealth accumulation, investment strategies, balance sheet re-structuring, debt management, estate planning, tax minimisation, and asset protection.
  • Provide strategic input to the preparation of client review documents and implement client recommendations, including portfolio trading, to bring a strategy to life.
  • Attend to client queries and liaise with other professionals to deliver great client outcomes.
About You
  • A degree in Commerce, Economics, or a similar discipline is preferred.
  • 3+ years' experience working in the industry within financial planning/advice, superannuation consulting environment, technical role, or accounting is preferable.
  • Exceptional client service focus, excellent written and verbal communication skills, and exceptional lateral thinking and problem-solving skills are essential.
  • Strong Word, Excel, and analytical skills are required.
  • Personable and good fun people who want to build their careers with us are encouraged to apply.
Benefits
  • Flexible working arrangements to help you balance work and personal responsibilities.
  • Career enhancement and development opportunities, including professional year support and extensive in-house training.
  • Salary Continuance insurance, Bi-Monthly Colleague Lunch, Dress for your day, Social Club events, Personal Training, Yoga, Run Club, and more.
  • Clear career pathway to Advisor with educational support along the way.
  • Opportunity to work on UHNW family (office) groups, business owners, executives, as well as asset consulting/portfolio management for institutional investors.