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Financial Adviser

Mid levelFull-timeHybridSydney NSW, AustraliaPosted 4 weeks agoVerified 4 weeks ago
Pending fitX of Y criteria met

About the job

This job is all about providing tailored superannuation, insurance, and retirement advice that truly puts members first. As part of a dynamic team, you will have the opportunity to build strong relationships with key stakeholders while guiding members through their financial journey. The team values collaboration and personal growth, ensuring everyone thrives in a supportive and engaging environment.

You'll be responsible for

💼

Delivering high-quality advice

Providing compliant superannuation, insurance, and retirement advice to members while building strong partnerships.
📞

Engaging with members

Connecting with members via phone, video, and face-to-face meetings to guide them through the advice journey.
📝

Preparing Statements of Advice

Creating clear and accurate documentation while maintaining complete records and administration obligations.

Key criteria

📜

Financial Planning qualifications

Must meet all FASEA requirements for Financial Planners.

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🗣️

Excellent communication skills

Proven ability to articulate financial advice clearly and effectively.

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📈

2+ years financial planning experience

Demonstrated experience in providing tailored financial advice.

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Meet the team

About the company

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4 criteria for this job
Financial Planning qualifications
Must meet all FASEA requirements for Financial Planners.

View

Excellent communication skills
Proven ability to articulate financial advice clearly and effectively.

View

2+ years financial planning experience
Demonstrated experience in providing tailored financial advice.

View

Experience with financial planning software
Familiarity with tools that enhance member engagement and advice delivery.

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