Financial Adviser – Ready for a Bigger Challenge

Sydney Financial Group; Sydney; Presencial; AUD 90 000 - 150 000; Tempo integral

Resumo da oferta

Sydney Financial Group in Sydney is seeking a Financial Adviser ready for a bigger challenge. You’ll take new clients from first conversation through implemented advice, manage the client journey and drive revenue growth in a fast-paced practice.

You’ll lead fact finds, brief our paraplanning team, and support newer advisers while ensuring compliance. Open to automation and thriving with a busy, high-volume book.

Qualificações

• Registration as a relevant provider on the Financial Advisers Register.
• 4+ years' experience giving holistic advice across super, investments, retirement and insurance.
• A track record of building strong client relationships and growing revenue.
• A clean compliance record.
• Real ambition and an appetite for a fast-paced, high-volume practice.

Responsabilidades

• Take new clients from first conversation through to implemented advice
• Lead fact finds and strategy, and brief our paraplanning team
• Present advice with confidence and guide clients through implementation
• Grow and look after your ongoing client book through reviews and further advice
• Mentor and support newer advisers as the team grows
• Work closely with EAs, associates and paraplanners to keep files compliant and moving

Descrição da oferta de emprego

Financial Adviser – Ready for a Bigger Challenge

Is your career still moving forward? You're a good adviser. You know your technical, your clients trust you and your compliance is clean. But somewhere along the way, the job stopped growing with you. Maybe you're chasing your own leads, drowning in admin, or working for a practice that's happy to stand still. We're not standing still.

Base salary plus bonus, negotiable based on experience & track record.

Key responsibilities

Take new clients from first conversation through to implemented advice

Lead fact finds and strategy, and brief our paraplanning team

Present advice with confidence and guide clients through implementation

Grow and look after your ongoing client book through reviews and further advice

Mentor and support newer advisers as the team grows

Work closely with EA's, associates and paraplanners to keep files compliant and moving

About you

Registration as a relevant provider on the Financial Advisers Register, meeting the education and exam standards

4+ years' experience giving holistic advice across super, investments, retirement and insurance

A track record of building strong client relationships and growing revenue

A clean compliance record

Real ambition and an appetite for a fast-paced, high-volume practice

Open to automation, plus

Full working rights in Australia

About us

Sydney Financial Group was founded in 2018 and has grown into a practice of around 30 people. We want to be the firm people come to when they want simple, straightforward financial advice. No jargon, no boring financial planning fluff, just clear answers. We’re looking for advisers who can explain things simply and make advice easy for clients to understand.