Sydney CBD Financial Planner — Leverage Leads & Support

HR Partners; Sydney; Sur place; AUD 90 000 - 140 000; Plein temps

Résumé du poste

HR Partners in Sydney CBD is seeking an experienced Financial Planner to deliver holistic financial advice to members of the fund. The role focuses on face-to-face meetings, writing your own statements of advice, and building a client book with full administrative support to enable high-quality guidance.

You will work with a client-centric approach, convert leads into new business, and develop strong long-term relationships supported by an established fund.

Responsabilités

• Provide holistic financial advice to new and existing fund members.
• Write your own statements of advice (SOA).
• Meet face-to-face with clients to discuss needs and goals.
• Build and grow client book with provided leads and full administrative support.

Description du poste

HR Partners in Sydney CBD is seeking an experienced Financial Planner to deliver holistic financial advice to members of the fund. The role focuses on face-to-face meetings, writing your own statements of advice, and building a client book with full administrative support to enable high-quality guidance.

You will work with a client-centric approach, convert leads into new business, and develop strong long-term relationships supported by an established fund.