At a Glance
- Tasks: Manage and grow client relationships while delivering tailored financial advice.
- Company: Join Profile Financial Services, a respected and expanding advice firm.
- Benefits: Enjoy competitive pay, flexible working, and a supportive team culture.
- Other info: Collaborative environment focused on professional growth and excellence.
- Why this job: Make a real impact on clients' financial success and shape the future of the business.
- Qualifications: 8+ years in financial advice with strong relationship-building skills.
The predicted salary is between 90000 - 110000 $ per year.
You've built a successful career in financial advice. Now it's time to take the next step. Join Profile Financial Services as a Senior Financial Adviser and work with quality clients, deliver meaningful advice outcomes, and play a key role in the growth of a respected and expanding advice firm. We're seeking a commercially minded, relationship-driven adviser who combines strong technical expertise with genuine care for clients and is motivated by making a lasting impact. This is an opportunity to take ownership of established client relationships, enjoy a high degree of autonomy, influence strategic client outcomes, and contribute to the future success of the business.
Key responsibilities
- Manage and grow a portfolio of established client relationships.
- Develop and present sophisticated financial advice strategies tailored to client needs and goals.
- Build trusted, long-term relationships with high-value clients.
- Identify opportunities to deepen client engagement and create additional value.
- Work closely with advisers, paraplanners and technical specialists to deliver outstanding outcomes.
- Mentor and support developing advisers within the business.
- Take initiative in identifying opportunities to improve client outcomes and business performance.
- Contribute to the continued growth and success of the firm.
- Play a key role in shaping the future direction of the advice business.
About you
- A minimum of 8 years' experience providing comprehensive financial advice.
- Current FAR registration.
- Relevant qualifications that meet adviser standards.
- A proven track record of building and maintaining strong client relationships.
- Strong commercial acumen and business development capability.
- Excellent communication and stakeholder management skills.
- A commitment to delivering outstanding client outcomes and acting in clients' best interests.
- High levels of professionalism, integrity and personal accountability.
- The ability to work autonomously while contributing positively to a team culture.
- A proactive, self-driven approach with the initiative to identify opportunities and achieve results.
- Ambition to continue growing professionally and contribute to a high-performing business.
- A passion for building lasting client relationships and helping clients achieve financial confidence and long-term success.
About us
At Profile Financial Services, you'll be supported by experienced professionals, quality systems and a collaborative culture that values accountability, growth and excellence. We're building a business focused on delivering exceptional client outcomes while creating opportunities for our people to thrive professionally and personally. If you're looking for a role where your expertise is valued, your ambition is supported and your impact can be significant, we'd love to hear from you.
Senior Financial Adviser in Sydney employer: Profile Financial Services
At Profile Financial Services, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative culture. As a Senior Financial Adviser, you'll enjoy competitive remuneration, flexible hybrid working arrangements, and the opportunity to mentor developing advisers while making a meaningful impact on clients' financial journeys. Join us in shaping the future of our respected firm, where your expertise is valued and your professional growth is a priority.
Contact Details:
Profile Financial Services Recruitment Team
