At a Glance
- Tasks: Provide trusted financial advice and develop tailored risk strategies for clients.
- Company: Join one of Australia's largest privately-owned financial services firms.
- Benefits: Competitive salary, professional development, and a chance to shape a new service line.
- Other info: Dynamic team environment with opportunities for growth and collaboration.
- Why this job: Work with high-net-worth clients and make a real impact in their financial journeys.
- Qualifications: FASEA approved qualifications and experience in Insurance and Risk Advice.
The predicted salary is between 82800 - 101200 $ per year.
The Business
Our client is one of Australia's largest privately-owned and operated financial services firms nationally. Their NSW office is growing rapidly, and a new Risk Advice team is being built alongside an established Private Wealth offering.
The Opportunity
The firm is looking for a highly capable Risk/Insurance Adviser to join the new Risk Advice team in Sydney. You will work closely with existing Wealth Advisers to service existing clients, while also leveraging external relationships to attract new clients. The calibre of clients includes HNW-UHNW individuals, high-earning professionals, and family groups. In a firm with multiple award-winning Advisers, this is an unparalleled opportunity to build and shape a new service line.
The Role
- Understanding clients’ immediate needs, long term objectives and level of comfort with risk
- Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
- Provide quality and trusted financial advice
- Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
- Ensuring accuracy and compliance of client files and advice documentation
- Assist providing guidance and technical direction to paraplanners and implementation staff
About You
- Up-to-date FASEA approved qualifications
- Strong understanding and experience with Insurance and Risk Advice
- Confident in building referral relationships internally and externally
- Strong, effective spoken and written communication
- Comfortable working with HNW, and high-earning professional clients
Financial Adviser in Sydney employer: Godfrey Group Recruitment
This self-licensed Private Wealth boutique offers a dynamic and supportive work environment, where you can thrive as an Associate Adviser. With a strong focus on employee growth, the firm provides ample opportunities for professional development and mentorship, ensuring you can build your own book of business while contributing to a team that values long-standing client relationships. Located in a community-oriented setting, the company boasts a remarkable 99% client retention rate, reflecting its commitment to excellence and trust.
