Financial Planner
2 weeks ago
Overview
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 teamto 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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