Independent Financial Advisor - Sydney

Independent Resourcing Consultancy Ltd; Council of the City of Sydney; On-site; AUD 100,000 - 120,000; Full time

Job summary

A leading wealth management firm in Sydney, Australia is seeking an experienced Independent Financial Advisor to provide expert financial advice and guidance to clients. The ideal candidate will have a minimum of 5 years of experience and relevant certifications. This role offers a competitive package and a supportive work environment, ideal for those passionate about helping clients achieve their financial goals.

Benefits

Competitive salary

Supportive work environment

Qualifications

• Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
• Excellent communication and interpersonal skills.

Responsibilities

• Cultivate and maintain strong relationships with clients.
• Develop and execute personalized financial plans for clients.
• Stay updated on industry trends and regulations.

Skills

Client relationship management

Financial analysis

Investment planning

Tax planning

Regulatory compliance

Education

CFP or CFA certification

Job description

Overview

Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia.

We are representing a reputable Wealth Management firm in Sydney, Australia, in search of an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in realizing their financial objectives and securing their financial futures.

Responsibilities

• Cultivate and maintain strong relationships with clients, delivering expert financial advice and guidance.
• Perform thorough assessments of clients\' current financial situations and future goals.
• Develop and execute personalized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
• Regularly review clients\' financial progress and adapt plans as needed.
• Stay updated on industry trends and regulations to ensure compliance and provide superior service to clients.

Requirements

• Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
• Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
• Transferable client base and AUM.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and collaboratively within a team environment.

Benefits

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.