At a Glance
- Tasks: Meet clients, provide tailored financial advice, and collaborate with a supportive team.
- Company: Sydney Financial Group, a growing firm focused on client relationships.
- Benefits: Strong salary, bonuses, mentoring, and flexible part-time options.
- Other info: Join a dynamic team with big plans for growth and innovation.
- Why this job: Gain real skills fast while making a meaningful impact in clients' lives.
- Qualifications: Registration as a financial adviser and relevant experience based on role.
The predicted salary is between 62100 - 75900 $ per year.
At Sydney Financial Group, advisers spend their time where it matters: with clients. Clients come to you through a steady flow of new and existing clients from referrals and Google. You lead client conversations and set direction while our paraplanning team builds the advice. Admin is handled by our associate team who run workflows in Xplan.
We offer two options:
- Junior Adviser for those newly qualified or early in their advice career seeking to build real skills fast with mentoring from experienced advisers;
- Part-Time Adviser for experienced advisers wanting flexibility without stepping back from meaningful work.
Key responsibilities:
- Meet new and ongoing clients by phone, video and face to face to understand their goals
- Complete fact finds to house standards
- Brief paraplanning team and review the advice they prepare
- Present advice and guide clients through implementation
- Look after ongoing clients through regular reviews
- Work closely with EAs, associates and paraplanners to keep files compliant and moving
About you:
- Registration as a relevant provider on the Financial Advisers Register, meeting the education and exam standards
- Junior: 0–3 years' advice experience. Part-time: 3+ years' advice experience
- A genuine interest in people and the ability to explain complex ideas simply
- Organised, coachable and happy to follow a proven process
- Clean compliance record
- Full working rights in Australia
- Open to automation
About us:
Founded in 2018, Sydney Financial Group is now a team of around 30, with big plans for the next few years. We've built the business so our advisers spend their time where it matters: with clients. We have a steady flow of new and existing clients, clear house standards, structured workflows and modern tools, including AI, that cut out double handling.
Strong salary plus bonuses, a full diary without having to find the clients yourself, EA plus paraplanning and associate support, mentoring from experienced advisers and support with your CPD, and genuine flexibility for part-time advisers.
Financial Adviser – Junior in Sydney employer: Sydney Financial Group
Sydney Financial Group is an exceptional employer that prioritises client engagement, allowing advisers to focus on building meaningful relationships while benefiting from robust support systems. With a strong emphasis on professional development through mentoring and structured workflows, employees enjoy genuine flexibility and a collaborative work culture that fosters growth and innovation. Located in Sydney, the company offers a dynamic environment where both junior and part-time advisers can thrive and make a significant impact in their careers.
