Financial Adviser – Ready for a Bigger Challenge

Is 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 responsibilities
Take new clients from first conversation through to implemented advice Lead fact finds and strategy, and brief our paraplanning team Present advice with confidence and guide clients through implementation Grow and look after your ongoing client book through reviews and further advice Mentor and support newer advisers as the team grows Work closely with EA's,



associates and paraplanners to keep files compliant and moving About you Registration as a relevant provider on the Financial Advisers Register, meeting the education and exam standards 4+ years' experience giving holistic advice across super, investments, retirement and insurance A track record of building solid client relationships and growing revenue A clean compliance record Real ambition and an appetite for a fast-paced, high-volume practice Open to automation, plus Full working rights in Australia

About us
Sydney Financial Group was founded in 2018 and has grown into a practice of around 30 people. We want to be the firm people come to when they want easy, straightforward financial advice. No jargon, no boring financial planning fluff, just transparent answers. We’re looking for advisers who can explain things simply and make advice easy for clients to understand.

📌 Financial Adviser – Ready For A Bigger Challenge Sydney
🏢 Sydney Financial Group
📍 Sydney