Wealth Manager – Sydney

Click and Connect Online Limited; Sydney; On-site; AUD 90,000 - 150,000; Full time

Job summary

Click and Connect Online Limited, a pioneering independent financial advisory consultancy, seeks a Wealth Manager in Sydney to deliver bespoke wealth management services to expatriates and local clients. You will assess and advise on financial objectives, including Lump Sum Investing, Retirement Planning, Education Funding, Life Insurance, and Estate & Inheritance Tax planning.

Ideal candidates have experience as Independent Advisors or Wealth Managers and are committed to pursuing Level 4 UK

Qualifications

• Master’s degree required.
• Experience as Independent Advisor or Wealth Manager or ready to advance in career.
• Encouragement to pursue Level 4 UK financial planning qualification; preference for those with Level 4 already.

Responsibilities

• Advise clients on medium- to long-term financial objectives and tailor solutions to nationality and location.
• Collaborate with marketing, coordination, and paraplanning teams to support daily client interactions.

Skills

Excellent communication

Sales capabilities

Entrepreneurial spirit

Education

Master’s degree

Job description

This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore marketplace.

The firm’s primary aim is to equip its Wealth Managers with the essential skills and knowledge to excel in their careers. It boasts a robust selection process to ensure its team can deliver superior services compared to its competitors. The dedication to professional development is evident, as all team members are encouraged to acquire the knowledge and expertise necessary for providing top-tier financial planning and wealth management services to expatriates across the globe.

Support is provided for team members to achieve all relevant qualifications, including the highly recognized Level 4 UK financial planning requirements, with encouragement for further educational pursuits. Preference is given to candidates who have already attained Level 4 certification before joining the team.

Position Information

Position: Wealth Manager

Location: Sydney

Education: Master’s Degree

This opportunity targets advisors with experience as Independent Advisors or Wealth Managers, or those ready to advance in their career. The selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.

Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients nationality and location, encompassing areas such as Lump Sum Investing, Retirement Planning, Education Fee Funding, Life Insurance, and Estate & Inheritance Tax Planning.

Wealth Managers collaborate closely with marketing, coordination, and paraplanning teams to facilitate daily client interactions.

Team members are expected to uphold high standards, with continuous training provided to ensure compliance with both client and company expectations.

Wealth Managers will also gain access to a bespoke CRM system developed in-house by former Wealth Managers.

Values:

• A strong interest in pursuing or advancing a career in Financial Services.
• A commitment to learning, with all Wealth Managers aspiring to achieve a minimum of Level 4 qualification UK or equivalent.
• Exceptional communication skills and professionalism.
• Driven by success and targets.
• Highly motivated with a positive outlook.
• Desire to contribute to a firm renowned for its strong reputation and expanding global presence.
• Fluency in English, proven sales capabilities, and an entrepreneurial spirit are must-haves.

The firm offers competitive remuneration and exceptional earnings for top performers, along with regular incentives, including international conventions. There is also the potential for involvement in the firm’s ambitious global expansion plans, including the opportunity to open new offices worldwide.

Note: Ideal candidates will already possess an established AUM/book of existing clients.