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