Job Description
We are a well-established holistic financial advisory firm based in the Sydney CBD, providing advice across superannuation, retirement planning, insurance and broader wealth strategy.
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We are seeking an experienced Financial Planner who values long-term client relationships, high-quality advice and working within a clearly defined advisory framework. This role will suit someone who enjoys ownership, accountability and being the primary adviser for their clients.
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About the Role
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As a Financial Planner in our advisory team, you will:
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Provide holistic financial advice across superannuation, retirement and insurance
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Manage and develop an existing book of clients, including risk clients transitioning toward broader financial planning
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Spend meaningful time speaking directly with clients and prospects (primarily via phone and virtual meetings) to build trust and identify advice needs
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Conduct client meetings and deliver clear, compliant and practical advice
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Work closely with our offshore administration and paraplanning team using established processes and communication rhythms
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Take responsibility for advice quality, client outcomes and ongoing relationships
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Participate in ongoing professional development and maintain compliance with regulatory requirements
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This is a relationship-led advice role. While opportunities for growth exist, success comes from consistent adviser-led client engagement rather than high-pressure or transactional sales activity.
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What We're Looking For
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You will bring:
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A minimum of 4 years' experience as a Financial Planner
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The minimum education and professional standards to practise as a Financial Adviser in Australia, including relevant qualifications and completion of the ASIC Financial Adviser Exam
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Strong verbal and written communication skills
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Confidence building rapport with clients over the phone, via video and in person
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A structured and organised approach to advice delivery and time management
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Comfort working independently within agreed frameworks, processes and expectations
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Openness to feedback, learning and continuous improvement
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Emotional maturity and professionalism when working with clients and colleagues
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Experience in client engagement, risk advice or introducing broader advice conversations will be advantageous. This role prioritises long-term relationships and advice quality over short-term sales outcomes.
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What We Offer
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An established client base with ongoing advice opportunities
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Dedicated administration and paraplanning support through an offshore team, supported by clear workflows and processes
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Clear advice frameworks and service standards
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Ongoing training, mentoring and career development
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Competitive remuneration aligned to experience and performance
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A stable, professional environment focused on sustainable growth for both clients and advisers
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What Success Looks Like in Your First 90 Days
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In your first three months, you can expect to:
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Become familiar with our advice framework, client segments and service standards
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Take ownership of a defined group of existing clients
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Spend regular time on the phone building rapport and understanding client needs
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Establish effective working rhythms with our offshore support team
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Begin identifying appropriate opportunities to introduce holistic financial planning conversations
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Participate in regular check-ins focused on alignment, support and performance
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This Role May Not Be Right For You If:
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You are seeking a purely referral-driven or inbound advice role
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You prefer a highly transactional or high-pressure sales environment
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You are uncomfortable spending time on the phone building client relationships
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You prefer to work without clearly defined processes or expectations
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📌 Financial Advisor (New South Wales)
🏢 My Plan Financial
📍 New South Wales