Financial Adviser

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Progress your career as a Financial Adviser. Modern CBD offices. Work with Directors.

Summary about this job

Financial Planning

Company: Hays Banking

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-8-6779-5073

Fax: +61-2-1359-8111

E-mail: n\a

Site:

Detail information about job Financial Adviser. Terms and conditions vacancy

  • High Net Wealth Firm
  • Sydney CBD
  • Up to $100k + Super

Progress your career as a Financial Adviser. Modern CBD offices. Work with Directors.

Your new company
This successful advice business is looking to bring on a Financial Adviser with a strong Paraplanning background, to be based in their high-performing Sydney office. The organisation have a rich history, and an unrivaled brand in the market. They promote a culture of autonomy, accountability and going above and beyond for their clients.

Your new role
As a Financial Adviser in this role you will be working closely with the Directors and support team to manage the clients of the business. You will be developing, writing and implementing complex strategies to service the High Net Wealth Clients of the business. You will also liaise and meet with external stakeholders to ensure you manage clients portfolios effectively. This is a family office environment so you will be working very collaboratively and be expected to provide an exemplary service to your clients.

What you'll need to succeed
As the successful applicant you will have a strong Paraplanning background as well as the following:

  • Advanced Diploma of Financial Planning (CFP preferred)
  • Relevant tertiary qualification
  • Ability to write complex advice plans
  • Proven ability to build relationships with clients


What you'll get in return
On offer is a competitive salary package, along with a number of attractive staff benefits including an excellent internal staff training program. You will have the opportunity to work in a market leading financial institution with excellent support provided. You will gain excellent insights into a leading Private Advisory Organisation and a chance to propel your career forward as a Financial Adviser.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Rhys Burton 02 8062 6197. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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