International Search Partners – Sydney NSW
Our client is a well-established Financial Advice Practice who are renowned for their professionalism and strong focus on providing quality advice to their clients. With a great team environment and designated back-office support, a new position is available for an experienced Financial Adviser to join the team.
As Financial Adviser your position will be to manage a quality established client portfolio whilst provide comprehensive advice to new clients. Your client portfolio is varied and includes pre and post Retirees, Wealth Accumulators and SMSF's.
Additional elements of your role will include:
Manage existing client portfolio and new business referrals.
Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial goals and objectives.
Provide comprehensive advice across all areas including Superannuation & Retirement planning, Centrelink, Investments, Insurance etc.
Successfully manage relationships key stakeholders and internal referral partners.
Maintain technical knowledge and ongoing training requirements.
We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their personal financial goals.
You will have:
Experienced Financial Adviser - Minimum 2 years exp.
Completion of a relevant Tertiary qualification.
Strong technical knowledge across all areas of advice.
Self-managed and able to manage and the existing client book whilst meeting new clients.
Strong communication and relationship skills.
Able to work autonomously and within a team environment.
Comfortable using technology and Microsoft Office Suite.
This is an excellent long-term career opportunity providing autonomy and flexibility with a generous remuneration package plus bonus.
Financial Adviser - Reputable Practice in Sydney employer: International Search Partners
Join a well-established Financial Planning Practice in Canberra ACT, where your passion for financial planning will be nurtured in a supportive and progressive work environment. With a strong focus on employee growth, you will benefit from ongoing training and development opportunities while working alongside experienced professionals dedicated to delivering independent advice to clients. Enjoy a competitive income and the chance to make a meaningful impact in the lives of retirees and high net worth individuals.
Contact Details:
International Search Partners Recruitment Team
