Our client is a national financial planning firm that empowers advisers to focus on delivering exceptional advice and building solid client relationships.
About the role:
Responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and current clients.
Build and maintain referral relationships with external professionals and business partners.
Maintain detailed, compliant, and timely client records and file notes.
Maintain up-to-date industry knowledge and complete all required CPD.
Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes.
About the successful candidate:
At least 5+ years experience as a Financial Adviser.
High levels of client satisfaction and retention.
Achievement of advice production and engagement targets.
Robust collaboration with internal teams to support end-to-end client outcomes.
Compliance with regulatory obligations.
📌 Financial Adviser Sydney
🏢 The Andersen Partnership
📍 Sydney
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