Financial Planner

1 month ago

Sydney, Australia Talent International Full time

Our financial advisory client specialising in SMSF is in the process of an M&A to build out their Financial Planning offering and is looking for a Financial Planner to join their team on a permanent basis. This is an excellent growth opportunity with succession plans in place and a desk of warm leads to start off with.

Responsibilities:

  • Conduct comprehensive financial assessments for clients, including analysing assets, liabilities, cash flow, and risk tolerance.
  • Develop personalized financial plans that align with clients’ goals, objectives, and risk profiles.
  • Provide expert advice on investment strategies, retirement planning, tax optimization, estate planning, and other financial matters.
  • Monitor clients’ financial progress and adjust plans as needed to accommodate changing circumstances or market conditions.
  • Educate clients on financial concepts, investment options, and regulatory requirements to empower them to make informed decisions.
  • Collaborate with other professionals, such as attorneys, accountants, and insurance agents, to coordinate holistic financial solutions for clients.

Qualifications:

  • Bachelor’s degree in finance, economics, business, or a related field.
  • Financial Planning certification.
  • 4+ years experience in financial planning, wealth management, or a related role.
  • Strong understanding of investment products, financial markets, and regulatory requirements.
  • Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients.
  • Analytical mindset with a keen attention to detail and the ability to interpret complex financial data.
  • Proficiency in financial planning software and Microsoft Office Suite.
  • Commitment to upholding ethical standards and fiduciary responsibilities.

Apply today to be considered for this exciting opportunity

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