Meaningful Wealth Advisor — Health & Personal Injury

Equity Trustees Ltd; Sydney; Híbrido; AUD 70 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Flexible/Hybrid working environment

Competitive remuneration package

Employee wellness program including健康?

Resumo da oferta

Equity Trustees Ltd in Sydney is seeking a financial planning professional with 2–4 years of experience to join our Health & Personal Injury team. You will deliver tailored financial solutions for clients facing health-related life events, attend client meetings with Relationship Managers, and help develop investment strategies aligned with fiduciary principles.

You'll work in a warm, values-driven culture with flexible/hybrid arrangements, a supportive benefits package, and opportunities to

Qualificações

• 2–4 years' experience in financial planning, paraplanning, or client services
• Strong knowledge of superannuation, social security, and aged care
• Emotional intelligence and excellent communication skills
• Confidence to explain complex ideas simply
• A genuine desire to support people through life's difficult transitions

Responsabilidades

• Support the delivery of tailored financial solutions for clients affected by health and personal injury
• Attend client meetings with Relationship Managers, offering both technical expertise and emotional support
• Help develop investment strategies and portfolio reports aligned with fiduciary principles
• Collaborate with a warm, values-driven team of advisers who care deeply about doing what's right

Formação académica

FASEA-approved qualifications

Descrição da oferta de emprego

Equity Trustees Ltd in Sydney is seeking a financial planning professional with 2–4 years of experience to join our Health & Personal Injury team. You will deliver tailored financial solutions for clients facing health-related life events, attend client meetings with Relationship Managers, and help develop investment strategies aligned with fiduciary principles.

You'll work in a warm, values-driven culture with flexible/hybrid arrangements, a supportive benefits package, and opportunities to