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 •

Solid 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- ents.

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

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

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.

📌 Financial Adviser (Sydney)
🏢 Esencia Wealth
📍 Sydney