Senior Financial Planning Advisor

4 days ago

Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $80,000 - $120,000
Job Overview:

This senior advisory position offers a unique opportunity to leverage your expertise in financial planning and deliver exceptional value to clients.

To succeed, you will need to possess strong technical skills, including experience working with SMSFs, investments, and retirement income streams.

The role requires collaboration with an on-site team, maintaining relationships with referral partners, and designing tools to enhance knowledge and triggers for advice.

A key aspect of this hybrid role is delivering high-quality investment, SMSF, insurance, and strategic financial advice.

Beyond the remit of standard financial planning, you will be expected to drive business growth through referrals and partnerships.

You will be well rewarded for your efforts, enjoying a highly competitive market salary and incentives.

The successful candidate will thrive in a company that prioritizes outstanding advice and educational services.

  • Key Responsibilities
  • Provide expert financial planning advice to existing clients
  • Maintain relationships with referral partners
  • Design coaching tools to enhance knowledge and triggers for advice
  • Deliver high-quality investment, SMSF, insurance, and strategic financial advice

  • Financial Planner – SW Sydney

    2 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...

  • Financial Planner – SW Sydney

    2 days ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Senior Financial Advisor

    3 days ago

    Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

    Senior Financial Advisor RoleWe are seeking a Senior Financial Advisor to support our Director in the Business Services and Tax division.In this key leadership role, you will be responsible for providing full-spectrum financial accounting, tax, and superannuation advisory services to clients, as well as leading and mentoring junior accountants.As a Senior...

  • Junior Financial Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Zylo Full time

    Are you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals? We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam In this role, you'll gain valuable experience working alongside established advisors,...

  • Junior Financial Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Zylo Full time

    Are you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals?We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam In this role, you'll gain valuable experience working alongside established advisors,...

  • Junior Financial Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Zylo Full time

    Are you passionate about helping people achieve their financial goals? Do you have a strong work ethic and a desire to learn from experienced professionals?We're seeking a motivated and eager Junior Financial Advisor to join a well established, well respected Sydneyteam In this role, you'll gain valuable experience working alongside established advisors,...

  • Financial Advisor Australia

    3 weeks ago

    Sydney, New South Wales, Australia Ifa Jobs Full time

    Join to apply for the Financial Advisor Australia role at International Financial Advisor Jobs1 month ago Be among the first 25 applicants Join to apply for the Financial Advisor Australia role at International Financial Advisor Jobs Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you...

  • Financial Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Clarity Wealth Full time

    2 days ago Be among the first 25 applicantsDirect message the job poster from Clarity WealthClarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business...

  • Financial Advisor

    4 weeks ago

    Sydney, New South Wales, Australia Clarity Wealth Full time

    2 days ago Be among the first 25 applicantsDirect message the job poster from Clarity WealthClarity Wealth is offering an exciting opportunity for a financial advisor to grow with a dynamic, fast-paced business. The role seems tailored for someone with solid experience, but who also has the potential and motivation to take on new challenges as the business...

  • Senior Financial Planning Advisor

    2 days ago

    Sydney, New South Wales, Australia beBeeCompliance Full time $90,000 - $120,000

    Paraplanner RoleThe Paraplanning team plays a vital role in supporting bankers by preparing high-quality, compliant, and strategically accurate advice documents.Key Responsibilities:Preparing accurate and compliant advice documents, such as Statements of Advice (SoAs) and Wholesale Advice Documents (WADs).Collaborating closely with Bankers and internal...