22 Oct
|
The Andersen Partnership
|
Sydney
22 Oct
The Andersen Partnership
Sydney
Our client is a national financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships.About the role:Responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new 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.Solid collaboration with internal teams to support end-to-end client outcomes.Compliance with regulatory obligations.
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📌 Financial Adviser (Sydney)
🏢 The Andersen Partnership
📍 Sydney