Senior Financial Adviser

3 days ago

Sydney, New South Wales, Australia Hoxton Wealth Group Full time

Hoxton Wealth is seeking a skilled and dynamic
Financial Advisor
to join our established Sydney team. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to
holistic financial planning
. This position offers the opportunity to make a significant impact by enhancing client relationships, providing comprehensive advice, and helping clients achieve their financial goals.
Key Responsibilities
Client Servicing:
Maintain and nurture relationships with an existing book of clients, ensuring their financial needs are met with exceptional service and attention to detail.
Holistic Planning:
Develop and deliver comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.
Business Development:
Identify opportunities to grow the client book by acquiring new clients through referrals, networking, and targeted outreach.
Collaboration:
Work closely with the broader Hoxton Wealth team to integrate holistic planning into existing practices and enhance service offerings.
Compliance:
Ensure all client interactions and advice comply with regulatory standards and company policies.
Client Education:
Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.
Skills and Experience
Experience:
Minimum 3-5 years of experience as a Financial Advisor, with a proven track record of servicing and growing a client base.
Qualifications:
Relevant financial planning certifications (e.g., CFP, Diploma of Financial Planning, or equivalent).
RG146 compliance or willingness to complete necessary qualifications for Australian standards.
Technical Skills:
Strong knowledge of investment products, tax strategies, superannuation, insurance, and estate planning.
Communication:
Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.
Analytical Thinking:
Strong analytical skills to assess client needs and create tailored solutions.
Drive and Initiative:
A proactive mindset with the ability to manage client relationships and generate new business opportunities.
Team-Oriented:
A collaborative approach to working within a team to achieve shared goals.
What We Offer
Supportive Team Environment:
Join an established team with a focus on collaboration and professional growth.
Professional Development:
Access to ongoing training and opportunities to refine your skills in holistic financial planning.
Client Base:
Work with an existing portfolio while expanding your network and business.
Competitive Remuneration:
Attractive salary package, incentives, and benefits.
Global Presence:
Be part of a reputable international wealth management firm with opportunities for cross-border collaboration.
About Hoxton Wealth
Hoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.
If youre passionate about financial planning, excel in client relationships, and are eager to take a holistic approach to wealth management, we invite you to apply for this exciting opportunity in our Sydney office.
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