Our client is a national financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships.
About the role:
- Responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.
- Build and maintain referral relationships with external professionals and business partners.
- Maintain detailed, compliant, and timely client records and file notes.
- Maintain up-to-date industry knowledge and complete all required CPD.
- Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes.
About the successful candidate:
- At least 5+ years experience as a Financial Adviser.
- High levels of client satisfaction and retention.
- Achievement of advice production and engagement targets.
- Strong collaboration with internal teams to support end-to-end client outcomes.
- Compliance with regulatory obligations.
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Financial Adviser 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.
