Senior Financial Advisor

Job No: RS35976
Location: Sydney

  • EARN up to $150,000 pa incl. Super + Bonus | Negotiable Based on Experience 

  • Join a Successful, Privately Owned Non-Bank Aligned Financial Services Firm 

  •  Work in a Convenient CBD Location | Close to Public Transport 



About The Company 



Our client is a leading, privately-owned financial advisory firm providing excellent services to their clients nationally from their offices in Sydney.  They are known for having a team of highly qualified advisers, providing advice across Wealth Creation & Investment Strategies, Self-Managed Super, Retirement Planning, Debt & Risk Management, Estate Planning, Insurance, Mortgages and Lending as well as Taxation strategies.

About The Opportunity

They are looking for a Senior Financial Advisor to join their company in Sydney, NSW, with the opportunity to EARN $120,000 - $150,000 per annum incl. Super + Bonus | Negotiable Based on Experience.

Reporting directly to the CEO, Investment Manager & Office Compliance Manager, some of your responsibilities will include:

  • Provide expert holistic advice including advice on wealth creation & investment strategies, SMSF, retirement planning, debt & risk management, insurances, estate planning and taxation
  • Develop and sustain relationships with existing and new clients
  • Ensure compliance requirements are always met 
  • Working and managing support staff

About You 

The successful candidate will have:

  • 10+ years experience in a financial advisory role
  • A relevant qualification in a related discipline including financial planning, commerce, accounting or economics
  • A diploma of financial planning 
  • An FASEA & RG146 compliancy or working towards
  • Strong IT skills and awareness of financial planning software
  • Excellent written and verbal communication skills
  • The ability to use initiative & make decisions

What's in it for You?

  • Join a Successful, Privately Owned Non-Bank Aligned Financial Services Firm
  • Work in a Supportive & Friendly Team Environment 
  • Enjoy Growing an Existing Client Base | Dynamic & Varied Role  
  • EARN up to $150,000 per annum + Bonus | Based on Experience
  • Convenient CBD Location | Close to Public Transport  
  • Immediate Start Available for the Right Candidate 

Apply today and don't miss out starting this exciting opportunity as soon as possible!

 

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