Expression of Interest - Financial Planning in Sydney

Expression of Interest - Financial Planning in Sydney

Sydney Full-Time 80000 - 120000 $ / year (est.) On-site
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At a Glance

  • Tasks: Explore exciting roles in Financial Planning and help clients achieve their financial goals.
  • Company: Dynamic financial firm with a focus on growth and development.
  • Benefits: Competitive salary, full-time opportunities, and career progression.
  • Other info: Great chance for mid-senior level professionals to advance their careers.
  • Why this job: Join a thriving industry and make a real difference in people's financial lives.
  • Qualifications: Experience in financial advising or client management is a plus.

The predicted salary is between 80000 - 120000 $ per year.

Are you a talented professional seeking your next opportunity within Financial Planning? We are calling on expressions of interest if you are passive or active to help your next move within the Financial Planning space.

Base pay: $80,000.00/yr - $120,000.00/yr

Opportunities:

  • Financial Advisers: From 1 year Qualified Adviser experience and up in any practice area (we have clients covering the whole market at all levels and sizes).
  • Associate Advisers: Candidates looking to progress to their PY and look towards taking over a client book.
  • Client Service Manager: Have you helped manage a client book by supporting a Principal Adviser or group of Advisers? Do you want to stay within this field and book your knowledge and experience?

Details:

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Consulting, Finance, and Business Development

If you are currently considering a move to a new Financial Planning opportunity, please apply below or contact Jason O'Flaherty on joflaherty@andersenpartnership.com to set up an initial and confidential call.

Expression of Interest - Financial Planning in Sydney employer: The Andersen Partnership

The Andersen Partnership is an exceptional employer, offering a dynamic work environment in the heart of Sydney where innovation meets finance. With a strong focus on employee growth, you will have the opportunity to transition into leadership while working closely with the CFO on transformative projects. Our collaborative culture and commitment to professional development ensure that you will thrive both personally and professionally in this exciting role.

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Contact Details:

The Andersen Partnership Recruitment Team

We think you need these skills to ace Expression of Interest - Financial Planning in Sydney

Financial Planning
Client Management
Advisory Skills
Business Development
Consulting
Client Service
Communication Skills