Financial Planner

23 hours ago

Sydney, New South Wales, Australia Nobleoak Full time

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Posted: 01/08/2025
Closing Date: 30/08/2025
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 part-time opportunity?
Join our team in Sydney for a specialised role
Job Description
Job Description
As an experienced 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, help improve our materials, 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, trainings, and other opportunities.
Desired Skills And Experience
Experience & Qualifications:
Compliance with FASEA requirements
Authorised to provide tax advice (see here for more details)
10+ 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
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Part-time
Job function
Job function
Finance and Sales
Industries
Insurance
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