At Southern Advisory…….. we are growing quickly, and we need some help. If you have Financial Planning experience, we really want you to speak with you!
We are well renowned for looking after our staff and realise that our success is built on having happy, healthy and satisfied staff and we are looking to add to our team. If you fit the following, we would love to hear from you…….
About the role – Financial Planner
We are lucky enough to have wonderful referral partners as well as clients who refer and we are swamped with work. The role we are recruiting for is predominately an Investment and Retirement Planning adviser, although our Risk Adviser often has overflow work and you will have the chance to incorporate Insurance into your advice. Don’t have much Risk experience? Don’t worry, you will learn from the best.
We need someone who has robust Superannuation and Investment knowledge…… we aren’t just trying to get FUM, we want to enhance our client's situation through strategic advice and high-quality strategies.
We have a great team where we all bounce ideas off each other to get the best result for the client, so you don’t have to do it all yourself.
About us
We are based in Caringbah and whilst our office is based in the Sutherland Shire, we have clients all over Sydney that we look after. We have 2 passionate directors, both Financial Planners who started the business from scratch and we now have another 2 financial planners working under our banner.
We also have an in-house Paraplanning team as well as a big admin team ready to support you to provide the highest level of service to our clients.
We are a tight knit family in the office, and we truly value our employees.
About you
Yes, we are looking for someone who has Financial Planning experience, but most importantly we need someone who gets along with others, works hard when its needed and wants to look after and give the highest level of service to our clients.
We are open to part time or fulltime depending on what works for you.