Senior Financial Adviser — Growth, Bonus & Automation

Sydney Financial Group; Sydney; On-site; AUD 90,000 - 150,000; Full time

Job summary

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.

Qualifications

• 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.

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 EAs, associates and paraplanners to keep files compliant and moving

Job description

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.