Expression of Interest - Financial Planning

The Andersen Partnership; Sydney; On-site; AUD 80,000 - 120,000; Full time

Job summary

A financial services firm in Sydney is inviting expressions of interest for multiple roles, including Financial Advisers and Client Service Managers. This full-time opportunity targets professionals at the mid-senior level in the Financial Planning sector. Candidates should have relevant experience and a desire to advance in their careers. The position offers competitive compensation ranging from $80,000 to $120,000 annually.

Qualifications

• At least 1 year experience as a Financial Adviser in any practice area.
• Experience in managing a client book is preferred.
• Looking to progress in Financial Planning.

Responsibilities

• Engage with clients and support their financial planning needs.
• Manage client relationships and provide advisement.
• Assist in business development and client acquisition.

Skills

Financial Advisers experience

Client management skills

Consultative selling

Job description

Overview

Expression of Interest - Financial Planning – Sydney, NSW. Are you a talented professional seeking your next opportunity within Financial Planning? We are calling on expressions of interest if you are passive or active to help your next move within the Financial Planning space.

Base pay

$80,000.00/yr - $120,000.00/yr

Opportunities

• Financial Advisers: From 1 year Qualified Adviser experience and up in any practice area (we have clients covering the whole market at all levels and sizes).
• Associate Advisers: Candidates looking to progress to their PY and look towards taking over a client book.
• Client Service Manager: Have you helped manage a client book by supporting a Principal Adviser or group of Advisers? Do you want to stay within this field and book your knowledge and experience?

Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Consulting, Finance, and Business Development

If you are currently considering a move to a new Financial Planning opportunity, please apply below or contact Jason O'Flaherty on [e-mail] to set up an initial and confidential call.