Senior Financial Planner

2 weeks ago

Sydney, New South Wales, Australia ircfsjobs Full time

About the Company - This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace. The firm's primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top tier financial planning and wealth management services to expatriates across the globe.

About the Role - Our client is looking for an Australian qualified Senior Financial Planner to deliver comprehensive financial advice to their clients. This role focuses on retirementplanning, superannuation, and wealth management. UK experience or knowledge is a plus.

Opportunity - This opportunity targets advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently. Engaging directly with clients, the Wealth Manager will assess and advise on medium to long term financial objectives. Advice will be tailored to the clients nationality and location, encompassing areas such as UK Pensions & QROPS, Superannuation, Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning ensuring compliance with ASIC standards.. Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions. Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations. Wealth Managers will also gain access to a bespoke CRM system developed in house by former Wealth Managers.

Offer: The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. Must have either an approved graduate diploma (AQF8) with eight subjects, or meet other acceptable criteria. Existing providers may be eligible for recognition of prior learning (RPL) and only need to complete bridging courses OR Experienced advisers - Have 10 or more years of experience and a clean disciplinary record. They may not need a Bachelor's degree, but may need to complete certain Commercial Law and/or Australian Tax Law units.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.


The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions.

There is also the potential for involvement in the firm's ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.

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