At a Glance
- Tasks: Provide expert financial advice and build strong client relationships.
- Company: Join a leading financial services firm with a focus on client success.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity for ongoing learning and career advancement in a dynamic industry.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Must have FASEA education, experience as a Financial Adviser, and strong communication skills.
The predicted salary is between 47250 - 57750 $ per year.
- Reports to Head of Advice Qualifications & Experience Essential
- Possesses the requisite FASEA education requirements or meets other relevant exemption criteria
- Completion of the Financial Adviser Exam.
- RG 146 compliant for providing retail financial product advice.
- Eligible to act as an authorized representative of an Australian Financial Services Licence.
- Accredited to advise on financial products and services
- Previous experience as a Financial Adviser
Desirable
- Postgraduate qualifications
- Specialist accreditations Technical skills
- Ability to use initiative and work autonomously in ensuring deadlines are met.
- Well-developed verbal and written communication skills.
- Demonstrated PC literacy.
- Advanced Strategy and Product knowledge
- Strong relationship building skills.
- Proven client management skills.
- High-level communication skills, both written and verbal.
- Excellent personal organization and time management skills, with the ability to coordinate workflow through prioritization of tasks, diary management, etc.
Job Purpose
Service Existing Clients
The adviser will provide accurate and timely advice to their existing cli- clients.
The adviser will need to maintain and enhance their knowledge through formal and informal on-going personal and professional development.
The adviser will also need to maintain their administrative and Client records in accordance with business policies and compliance requirements.
Attract New Clients
The Financial Adviser will endeavour to attract clients to the business in accordance with their agreed role in the businesses strategic and marketing plans.
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Financial Adviser in Sydney employer: Esencia Wealth
As a Financial Adviser with us, you'll thrive in a supportive and dynamic work culture that prioritises professional growth and client satisfaction. We offer ongoing training and development opportunities to enhance your skills, alongside a collaborative environment where your contributions are valued. Located in a vibrant area, our company provides a unique chance to build meaningful relationships with clients while enjoying a balanced work-life experience.
