Financial Adviser

23 hours ago

Sydney, New South Wales, Australia First Financial Full time $90,000 - $120,000 per year

About the role

We are seeking an experienced Financial Adviser to provide outstanding service and high quality, tailored advice in partnership with accountants and other professionals. This role is to support our continued growth, with an emphasis on strengthening client relationships and supporting great client outcomes. You will be part of a professional, high performing advice team, working alongside skilled Associate advisers and an experienced Client services team to ensure seamless advice delivery.

Key responsibilities

Reporting to the Head of Private Wealth, the responsibilities of the Financial Adviser role include:

  • Provision of strategic, client focused financial advice tailored to individual goals, needs, and circumstances;
  • Collaborate with accountants and other referral partners to deliver a seamless client experience and high quality advice outcomes;
  • Build and maintain strong, trusted relationships with new and existing clients, focusing on sustainable, long term outcomes;
  • Work closely with a team of Associate Advisers and Client services who will support with research, preparation, and implementation ensure efficient service delivery;
  • Uphold high standards of compliance and service; and
  • Contribute to the growth and success of a professional, high performing advice team by utilizing your expertise and skills in partnerships with other advisers and Joint Venture partners.

The Benefits to You

  • A competitive salary package including bonus potential and other incentives

  • Become part of an established business that continues to grow and invest in its people & partnerships

  • Support from an experienced team of paraplanners, associates and client services
  • Hybrid working arrangement
  • Being part of a diverse, impactful and inclusive professional environment

What we're looking for

  • Demonstrated ability to engage well with a diverse range of clients and referral partners
  • Strong stakeholder management skills
  • Strong technical skills with an excellent understanding of Investments, Retirement Planning and Superannuation (including Self Managed Super Funds)
  • Time management and and excellent ability to prioritize key tasks
  • Experience working with Xplan, as well as Microsoft Word, Excel and Outlook.
  • Relevant industry qualification including degree in Business, Economics, Finance or Commerce, or a Graduate Diploma of Financial Planning
  • Minimum of 3 years industry experience working in a similar role
  • Ability to uphold the organizations values and standards in professionalism, respect and performance

The Company Background

First Financial is a leading wealth management firm focused on delivering strategic advice for a variety of clients ranging from accumulators through to retirees and business owners who need a holistic professional services firm for their advice needs. Based in Melbourne's CBD, we are growing our presence in Sydney where we're partnering with leading Wealth and Accounting firms to help clients meet their goals and objectives with confidence. Our Advisers and Associates are supported by an experienced and talented Operations department, and a team of award winning investment professionals.

  • Associate Adviser

    22 hours ago

    Sydney, New South Wales, Australia First Financial Full time $80,000 - $120,000 per year

    About the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser, you are a main contact point for clients and are a support in the preparation of...

  • Associate Adviser

    21 hours ago

    Sydney, New South Wales, Australia Insignia Financial Ltd Full time $90,000 - $120,000 per year

    Company description: Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services Job description: Work with experienced Private Wealth Advisers and be part of a team that values people Commitment to providing...

  • Financial Adviser

    4 days ago

    Sydney, New South Wales, Australia Findex Full time

    OverviewJoin to apply for the Financial Adviser role at Findex.Are you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you...

  • Financial Adviser

    2 days ago

    Sydney, New South Wales, Australia Findex Full time

    OverviewJoin to apply for the Financial Adviser role at Findex.Are you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you...

  • Financial Adviser

    20 hours ago

    Sydney, New South Wales, Australia FINDEX Full time $90,000 - $120,000 per year

    Work with a well-established Sydney Wealth team and help shape the future of financial advice for our valued clients. Help share the future of financial advice.About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two...

  • Financial Adviser

    22 hours ago

    Sydney, New South Wales, Australia Findex Full time $104,000 - $130,878 per year

    About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you thrive on engaging with clients, building strong...

  • Financial Adviser

    21 hours ago

    Sydney, New South Wales, Australia B & K Consulting Full time $104,000 - $130,878 per year

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    2 days ago

    Sydney, New South Wales, Australia ClearCompany Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    2 days ago

    Sydney, New South Wales, Australia ClearCompany Full time

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    23 hours ago

    Sydney, New South Wales, Australia B & K Consulting Full time $90,000 - $120,000 per year

    Our client is a genuinely top tier 12 person boutique financial advisory firm which has a strong HNW and UHNW client base. This role works closely with the Senior Financial Advisers who "lead" client engagements and with team members to plan and coordinate the delivery of advice and services to clients of the firm. The suitable candidate will hold the...