Financial Adviser

3 weeks ago

Sydney, Australia BDO Full time
Current opportunity

Our Sydney wealth advice business is currently seeking anexperienced Financial Adviser to join our Private Wealth team.

Working within a highly technical and ethical team you will besupported by excellent support staff to allow you to purely focuson delivering the very best advice to your clients.

Role and responsibilities

Will include:

  • Provide holistic strategic and investment advice to an established book of clients
  • Develop and implement personalised wealth management strategies including investment recommendations, retirement planning, tax planning, debt management and estate planning
  • Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments
  • Work closely with support staff to implement advice
  • Undertake business development to assist with growing the existing client book
  • Stay updated with latest market trends, economic developments and industry regulations to provide informed and up-to-date advice
  • Support and mentor financial planning staff

What we look for in our Financial Advisers

Professional attributes:

  • Previous experience in advice with a minimum of 5-10 years providing financial advice in the areas of superannuation, investments and insurance
  • FASEA qualified (or near qualified) and on the Financial Adviser Register
  • CFP desired
  • Excellent with client relationships
  • Demonstrate highest ethical and professional standards
  • Strong compliance history
  • Ability to present and engage with internal and external stakeholders
  • Builds internal and external networks that generate new client relationships
  • Monitors and manages adviser workflow through effective delegation to team

Personal attributes:

  • Strong work ethic
  • Be a team player
  • High level of communication skills
  • Strong relationship building skills
  • Growth mindset

Our Private Wealth Team

BDO Private Wealth Advisers is an established and self-licensedfinancial advice practice looking after families and individuals tohelp them live the life they want to lead. We are part of BDOAustralia and have offices around Australia with people experiencedin a broad range of services and industries. We offer leadingaccountancy, tax and advisory services to clientsAustralia-wide.

What we will offer you

BDO offers professional development, collaborative culture,workplace flexibility, global career growth opportunities and anindustry-competitive salary package.

We are committed to building your technical, advisory,leadership, and management skills, and balance work with promotinghealth, wellbeing, workplace giving and social activities. At BDO,we want you to enjoy what you do and the community of colleaguesand clients you work with.

As a firm, we embrace an inclusive culture and value thedifference and unique perspective of every individual. We are proudto be named an Inclusive Employer by Diversity Council Australia(DCA).

  • Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia The Andersen Partnership Full time

    Working From Home Established book of clients ready to maintain Working with renowned Senior AdvisersFinancial Adviser (Servicing)Excellent opportunity to join a boutique firm with an established book of clients. You will be working with some Senior Advisers who have extensive experience within the industry to lean on. This opportunity would suit someone...

  • Financial Adviser

    1 week ago

    Sydney, Australia Cartwright Jones Full time

    Based in Sydney CBD our client is a growing dynamic accounting and financial advice group that is growing their business. Taking over and building on a existing advice client book your role will be to build strong long term relationships with sophisticated clients. You will have access to back office support including Paraplanning and administration...

  • Associate Financial Adviser

    1 month ago

    Sydney, Australia Profusion Group Full time

    My client is a well established Private Wealth Firm assisting the needs of individuals and families, offering financial advice and management of investment portfolios.The Associate Adviser is essential in supporting the smooth development and implementation of client strategies, ensuring thorough documentation and compliance.Responsibilities: Assist Lead...

  • Associate Financial Adviser

    3 weeks ago

    Sydney, Australia Profusion Group Full time

    My client is a well established Private Wealth Firm assisting the needs of individuals and families, offering financial advice and management of investment portfolios.The Associate Adviser is essential in supporting the smooth development and implementation of client strategies, ensuring thorough documentation and compliance.Responsibilities: Assist Lead...

  • Junior Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia Kaizen Recruitment Pty. Full time

    The OrganisationOur client is an independent financial services firm that offers comprehensive financial advice to a diverse clientele, from young professionals to retirees.The team is young and dynamic, specializing in holistic advice covering investments, superannuation, retirement planning, home loans, and personal risk insurance.Exciting OpportunityAs a...

  • Associate Financial Adviser

    2 months ago

    Sydney, Australia Perpetual Limited Full time

    Based in Sydney CBD - Hybrid working arrangement. - Opportunity to grow your career within a collaborative and supportive team. - A range of exciting benefits, incl. two weeks of additional paid leave Provide ongoing client service and high-quality support to Financial Advisers and Partners supporting a Partner in our Jacaranda Sydney team. Sounds...

  • Financial Adviser

    2 months ago

    Sydney, Australia The Andersen Partnership Full time

    Working From Home - Established book of clients ready to maintain - Working with renowned Senior Advisers Financial Adviser (Servicing) Excellent opportunity to join a boutique firm with an established book of clients. You will be working with some Senior Advisers who have extensive experience within the industry to lean on. This opportunity would suit...

  • Financial Adviser

    2 months ago

    Sydney, Australia Perpetual Limited Full time

    Sounds interesting? Here are some specifics about the opportunity: - Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clients- Provide expertise & support to a specific market segment- Support development of new business by completing prospecting activities & converting leads...

  • Junior Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia Kaizen Recruitment Full time

    Career Growth | Potential for Equity SharesFlexible Work OptionsLocation: Inner North West - SydneyAbout the CompanyOur partner is an independent financial services firm offering comprehensive financial advice to various clients, from young professionals to retirees.The dynamic team specializes in holistic financial advice, covering investments,...

  • Financial Adviser X 2

    2 weeks ago

    Sydney, Australia Advance Recruitment Partners Full time

    **Job **Title: Experienced Financial Adviser x 2** Are you an experienced and passionate Financial Adviser looking for a rewarding career opportunity? A leading Financial Planning firm located in the vibrant heart of North Sydney, we are seeking two experienced Financial Advisers to provide expert guidance and personalized financial solutions to our...

  • Financial Adviser

    3 weeks ago

    North Sydney, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you - focused on your career, your wellbeing and your community - as well as our customers and the planet.- This exciting adventure will drive positive impact. So, if you want to be part of a values...

  • Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia Perpetual Limited Full time

    Sounds interesting? Here are some specifics about the opportunity:Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clientsProvide expertise & support to a specific market segmentSupport development of new business by completing prospecting activities & converting leads provided...

  • Senior Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia Cartwright Jones Full time

    Senior Financial Adviser - $160k-180k + superAn established boutique located in the vibrant heart of the CBD seeks an experienced Financial Advisor to assume responsibility for a retail High Net Worth (HNW) portfolio of clients. This exceptional opening offers the chance to join a company renowned for offering comprehensive guidance to sophisticated clients,...

  • Financial Adviser Planner

    3 weeks ago

    Sydney, Australia PRIME Global Talent Full time

    Work-from-home flexibility - Office based at Parramatta - Focus on work/life balance - Reimbursement for any relevant future study Our client is a global organisation that partners with financial market participants (equities, pension, superannuation, investments, property, etc.) to deliver services and solutions that enhance the user experience and make...

  • Licensed Australian Financial Adviser

    1 week ago

    Sydney, Australia Freedom Careers Full time

    **Opportunities**: - ** Salary range: $100,000 - $150,000 **(based on experience) - ** Hybrid** **About the Role** As a Licensed Australian Financial Adviser (SMSF Specialist), you'll play a pivotal role in helping clients establish, manage, and optimize their SMSFs. You'll leverage your deep knowledge of SMSF regulations and investment strategies to...

  • Principal Financial Adviser

    19 hours ago

    Sydney, Australia Zurich Insurance Company Full time

    A new adventure awaits…   How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a great organisation that empowers wellbeing sound like to you? At Zurich we’re on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our...

  • Financial Planning Associate Adviser

    1 week ago

    Sydney, New South Wales, Australia Keegan Adams Full time

    High performing team with reputation for superior client service Opportunity to join this well regarded business. Stable team with HNW clients. Generous salary negotiable for experience ($80110kpackage) + career developmentA fantastic opportunity has just become available for an Associate Adviser / Client Relationship Manager to join the Wealth Management...

  • Adviser (or Senior Adviser)

    1 week ago

    Sydney, New South Wales, Australia Up Wealth Management Full time

    Full time Add expected salary to your profile for insights Up Wealth Management was established in 2014 to provide a personalised wealth management experience to people within the ACT, Sydney and NSW South Coast regions. We specialise in providing a service to affluent, high net wealth and high net income individuals and families. We are 100% adviser...

  • Principal Financial Adviser

    1 week ago

    North Sydney, Australia Zurich Insurance Full time

    **A new adventure awaits** How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a great organisation that empowers wellbeing sound like to you? At Zurich we’re on a journey towards a brighter futureA brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers...

  • Principal Financial Adviser

    20 hours ago

    North Sydney, Australia Zurich Insurance Group Full time

    A new adventure awaits…  How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a great organisation that empowers wellbeing sound like to you? At Zurich we’re on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our...