Job Details
  • Reference381147A_1636442087
  • LocationSydney
  • Job TypeFull Time
  • Posted18 days ago
  • ConsultantAnson Lam

A unique Senior Financial Adviser opportunity has arisen for someone who enjoys the Accumulator client base. My clients have a strong presence in the fintech space and you will be looking after an existing book of clients. This role has no sales involved as all the leads are generated and referred.

This role is a rare opportunity to take over an existing book of clients. You will be ideal for this role if you come from an accounting background, have strong experience working accumulators, SMSF, Trusts, Tax, employee share plans, investment advice and complex advice pieces. This is the ideal opportunity for you if you are looking for something different that focuses on client facing with full back office support provided. Every Adviser is provided with one Associate to support with all back office work.

The Role:

  • Meet and develop relationships with existing clients to provide strategic and quality advice
  • Work with accumulators on complex advice across; SMSF, trusts, tax, employee share plans, etc.
  • 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 5+ years financial planning experience
  • SMSF accreditation is preferred but not not essential
  • Must meet FASEA educational requirements
  • Passion for providing quality advice to make a different to clients

The Benefits:

  • Great salary along with equity in the business
  • Work in a firm that always puts clients first
  • Provide genuine advice in the best interest of customers
  • Located in the heart of Sydney CBD

Please send through your resume to anson.lam@chandlermacleod.com if you are interested in applying.