Financial Adviser

The Andersen Partnership; Sydney; Presencial; AUD 120 000 - 180 000; Tempo integral

Resumo da oferta

The Andersen Partnership in Australia is seeking an experienced Financial Adviser to deliver holistic, compliant financial advice to a diverse client base.

You will nurture referrals, maintain precise client records, stay current with CPD, and conduct regular reviews to drive outcomes, while meeting regulatory obligations and achieving engagement targets.

Qualificações

• Minimum 5+ years experience as a Financial Adviser.
• Proven track record of high client satisfaction and retention.
• Achievement of advice production and engagement targets.
• Strong collaboration with internal teams to support client outcomes.
• Strict compliance with regulatory obligations.

Responsabilidades

• Provide holistic, compliant financial advice to a diverse client base.
• Build and maintain referral relationships with external professionals.
• Maintain detailed, timely client records and file notes.
• Keep up-to-date with industry knowledge and complete CPD.
• Conduct ongoing reviews to identify opportunities for better outcomes.

Conhecimentos

Financial Adviser

Client relationship management

Regulatory compliance

CPD knowledge

Referral networking

Descrição da oferta de emprego

Our client is a national financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships.

About the role:

• Responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.
• Build and maintain referral relationships with external professionals and business partners.
• Maintain detailed, compliant, and timely client records and file notes.
• Maintain up-to-date industry knowledge and complete all required CPD.
• Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes.

About the successful candidate:

• At least 5+ years experience as a Financial Adviser.
• High levels of client satisfaction and retention.
• Achievement of advice production and engagement targets.
• Strong collaboration with internal teams to support end-to-end client outcomes.
• Compliance with regulatory obligations.