Financial Investment Adviser - NSW

PHILLIP RILEY PROJECTS PTY LTD; Sydney; On-site; AUD 88,000 - 108,000; Full time

Job summary

PHILLIP RILEY PROJECTS PTY LTD in Sydney, NSW seeks an experienced Financial Investment Advisor to design and implement financial plans for individuals and organisations, advising on investments, taxation, securities, and real estate. You will meet clients, assess financial status, and develop strategies to meet objectives.

Responsibilities include executing trades, monitoring performance, and adjusting plans as markets shift. Strong ethics, analytics, and client communication are essential.

Qualifications

• Minimum of 1 year experience in financial advisory.
• Experience developing financial plans for individuals and organisations.
• Knowledge of taxation implications, securities, insurance, pension plans and real estate.
• Strong analytical, communication and interpersonal skills.

Responsibilities

• Develop and implement financial plans for individuals and organisations.
• Advise on investment strategies and taxation implications.
• Assist in meetings to determine financial status and objectives.
• Monitor investment performance and revise plans as markets change.
• Arrange to buy and sell stocks and bonds for clients.

Skills

Analytic reasoning

Interpersonal communication

Attention to detail

Client relationships

Communication

Financial analysis

Risk management

Active listening

Financial objectives

Computer skills

Business Development

Verbal communication

Flexibility

Investment knowledge

Problem solving

Time management

Ethics

Discretion

Financial literacy

Negotiating

Job description

PHILLIP RILEY PROJECTS PTY LTD – Sydney NSW

Job Type: Permanent position | Full time position

Job Description

Phillip Riley is looking for an experience Financial Investment Advisor to join our team. As our Financial Investor Advisor you will develop and implement financial plans for individuals and organisations and advise on investment strategies and their taxation implications, securities, insurance, pension plans and real estate. Main Tasks:

assisting in meeting superannuation compliance requirements interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets

arranging to buy and sell stocks and bonds for clients advising on investment strategies, sources of funds and the distribution of earnings setting financial objectives, and developing and implementing strategies for achieving the financial objectives

managing funds raised from personal superannuation savings policies and unit trusts directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns Key Skills:

Analytic reasoning Interpersonal communication Attention to detail

Client relationships Communication Financial analysis

Risk management Active listening Analyse and understand clients' financial objectives

Computer skills Business Development Excellent verbal communication skills

Flexibility Investment knowledge Problem solving

Research Time management A strong understanding of ethics

Ability to work under pressure Discrete and confidential Financial literacy

Negotiating and influencing skills Minimum of 1 year experience required Please note that only successful candidates will be contacted.

Salary $87,500 - $107,500 + Superannuation Job Type: Full-time