Reports to Head of Advice Qualifications & Experience Essential

- Possesses the requisite FASEA education requirements or meets other relevant exemption criteria
- Completion of the Financial Adviser Exam.
- RG 146 compliant for providing retail financial product advice.
- Eligible to act as an authorized representative of an Australian Financial Services Licence.
- Accredited to advise on financial products and services
- Previous experience as a Financial Adviser

Desirable

- Postgraduate qualifications
- Specialist accreditations Technical skills
- Ability to use initiative and work autonomously in ensuring deadlines are met.
- Well-developed verbal and written communication skills.
- Demonstrated PC literacy.
- Advanced Strategy and Product knowledge
- Strong relationship building skills.
- Proven client management skills.
- High-level communication skills, both written and verbal.




- Excellent personal organization and time management skills, with the ability to coordinate workflow through prioritization of tasks, diary management, etc.

Job Purpose:

Service Existing Clients:

The adviser will provide accurate and timely advice to their existing cli- clients.

The adviser will need to maintain and enhance their knowledge through formal and informal on-going personal and career development.

The adviser will also need to maintain their administrative and Client records in accordance with business policies and compliance requirements.

Attract New Clients:

The Financial Adviser will endeavour to attract clients to the business in accordance with their agreed role in the businesses strategic and marketing plans.

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📌 Financial Adviser (Sydney)
🏢 Esencia Wealth
📍 Sydney