Financial Planner

2 days ago

Sydney, Australia NobleOak Full time

**Closing Date**: 30/07/2025

**Job Type**:
Contract
**Location**:
Sydney office
**Job Category**:
Product & Underwriting
NobleOak is a high growth challenger brand that puts the client at the centre of our business.
Are you an experienced financial planner looking for a full-time opportunity? Join our team in Sydney for a specialised role
**Job Description**:
Job Description
As a financial planner working on our Wealth Maximiser product, you will be coaching customers using statements of advice generated from our platform, helping them to follow their strategic plan and achieve their financial goals. You will utilise your previous experience in financial planning to enhance the delivery of the Wealth Maximiser service and provide positive customer interactions that educate and empower customers.
It would be preferential if you have a strong social media following and/or willing to promote on your own social media. We would love for you to represent Wealth Max in podcasts, interviews and possible news shows.
Collaborate with our dynamic team and make a real impact in customers lives
You will need to be an authorised representative of NobleOak, though this does not preclude other authorised representations. We will occasionally require your presence at our Sydney office for internal meetings.
Desired Skills and Experience
**Experience & Qualifications**:
Compliance with FASEA requirements
Authorised to provide tax advice ( see here for more details)
5+ years in advising retail clients
Willing to comply with CPD requirements
Strong customer management
Strong presentation and communication skills (verbal and written)
Beneficial to have strong social media presence

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