Financial Planner

1 day ago

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

At bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.

We're now seeking a qualified Financial Planner to join our Sydney-based team and provide tailored, long-term financial advice to our clients.

The Role

This is a client-facing role where you'll build trusted relationships and provide end-to-end holistic advice.

Key Responsibilities

  • Deliver high-quality, holistic financial advice aligned to clients' life goals
  • Work closely with in-house paraplanners and client services team to streamline advice delivery
  • Maintain compliance with Australian financial services regulations (AFSL)
  • Stay current with changes in financial legislation, products, and global financial trends

What You'll Bring

  • Relevant qualifications in Financial Planning (minimum Diploma of Financial Planning / FASEA-compliant)
  • Proven experience as a financial planner in Australia, with a holistic, client-first approach
  • Strong understanding of Australian superannuation, investment and insurance products
  • Interest in UK pension transfers
  • Excellent interpersonal and communication skills
  • A proactive mindset and a genuine desire to make a difference in clients' lives

What We Offer

  • The opportunity to work in a supportive and growing international firm
  • A strong pipeline of high-quality, advice-seeking clients
  • A collaborative team culture where your ideas and contributions are valued
  • Flexible working arrangements and a strong focus on work/life balance

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