26 Oct
|
Sydney Financial Group
|
Sydney
26 Oct
Sydney Financial Group
Sydney
Financial Adviser – Ready for a Bigger ChallengeIs your career still moving forward?
You're a good adviser.
You know your technical, your clients trust you and your compliance is clean.
But somewhere along the way, the job stopped growing with you.
Maybe you're chasing your own leads, drowning in admin, or working for a practice that's happy to stand still.
We're not standing still.Base salary plus bonus, negotiable based on experience & track record.Key responsibilitiesTake new clients from first conversation through to implemented adviceLead fact finds and strategy, and brief our paraplanning teamPresent advice with confidence and guide clients through implementationGrow and look after your ongoing client book through reviews and further adviceMentor and support newer advisers as the team growsWork closely with EA's,
associates and paraplanners to keep files compliant and movingAbout youRegistration as a relevant provider on the Financial Advisers Register, meeting the education and exam standards4+ years' experience giving holistic advice across super, investments, retirement and insuranceA track record of building solid client relationships and growing revenueA clean compliance recordReal ambition and an appetite for a fast-paced, high-volume practiceOpen to automation, plusFull working rights in AustraliaAbout usSydney Financial Group was founded in **** and has grown into a practice of around 30 people.
We want to be the firm people come to when they want simple, straightforward financial advice.
No jargon, no boring financial planning fluff, just clear answers.
We're looking for advisers who can explain things simply and make advice easy for clients to understand.
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📌 Financial Adviser – Ready For A Bigger Challenge (Sydney)
🏢 Sydney Financial Group
📍 Sydney