Senior Financial Planner | Strategic Wealth Advisory

Really Awesome People Pty Ltd; Sydney; Presencial; AUD 120 000 - 180 000; Tempo integral

Resumo da oferta

Financial Investment Solutions is seeking a Senior Financial Planner to contribute to client advice and ongoing service from its Engadine, Sydney NSW practice. The role focuses on understanding client circumstances, developing strategies, and communicating recommendations clearly within the firm’s framework.

You will coordinate delivery and reviews with the team, maintaining records and upholding professional standards to ensure high-quality, compliant financial guidance for clients nationwide.

Qualificações

• Experience delivering personal financial advice.
• Ability to manage ongoing client relationships.
• Clear communication of complex financial concepts.
• Commitment to professional standards and records quality.

Responsabilidades

• Conduct client discovery and review meetings and identify advice needs.
• Develop and explain strategies within your authorisation and the agreed role scope.
• Coordinate preparation, implementation and follow-up of advice.
• Maintain accurate client records and support consistent advice quality.
• Build long-term relationships and contribute to referrals and service improvements.

Conhecimentos

Personal financial advice

Client relationship management

Clear communication

Regulatory standards & records

Descrição da oferta de emprego

Financial Investment Solutions is seeking a Senior Financial Planner to contribute to client advice and ongoing service from its Engadine, Sydney NSW practice. The role focuses on understanding client circumstances, developing strategies, and communicating recommendations clearly within the firm’s framework.

You will coordinate delivery and reviews with the team, maintaining records and upholding professional standards to ensure high-quality, compliant financial guidance for clients nationwide.