Job Details
  • Reference381275A_1633069825
  • LocationSydney
  • Job TypeFull Time
  • Posted22 days ago
  • ConsultantAnson Lam

An excellent opportunity has arisen for a Senior Financial Adviser to serve a wide range of clients at an individual level as well as providing specialist advice to trustees of Self-Managed Superannuation Funds, family trusts and to directors of companies on a broad range of financial planning issues.

This role is a rare opportunity to take over an existing book of clients on a fee for service basis. This is the ideal opportunity for you if you enjoy providing quality goals based advice and lead the financial planning division to growth.

The Role:

  • Meet and develop relationships with existing clients to provide strategic and quality advice
  • Identify opportunities and provide holistic advice across but not limited to: superannuation, HNW and wholesale clients, SMSF, Company, trust structures, investments - platform based investments and aged care (desirable)
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
  • Comply with legislative and regulatory frameworks
  • Genuinely care about client outcomes and provide quality advice
  • You must always put the client first

You Will Need:

  • MUST have 7+ years financial planning experience
  • Experience across holistic advice superannuation, HNW and wholesale clients, SMSF, Company, trust structures and investments
  • Must meet FASEA educational requirement
  • Ability to work independently and grow the Advice division

Please send through your resume to if you are interested in a confidential discussion.