Marsh McLennan
Senior Financial Adviser - Jacaranda
SeniorFull-timeHybridSydney NSW, AustraliaFinanceProfessional servicesCustomer successPosted 1 week ago
About the job
Join Jacaranda Financial Planning as a Senior Adviser and play a pivotal role in transforming clients' financial futures. This job is all about empowering clients to achieve their financial goals with confidence, backed by the resources and expertise of the Perpetual Group. The team values a warm, engaging approach that simplifies complex financial concepts, making a meaningful difference in clients' lives.
You'll be responsible for
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Developing tailored strategies
Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives.💡
Providing specialised advice
Provide specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.📈
Conducting financial assessments
Conduct detailed financial assessments, optimising clients' investment portfolios to maximise growth potential.What we're looking for
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Bachelor’s degree in finance or related field
Essential educational background for financial advisory expertise.View fit
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5+ years in financial planning
Demonstrated experience in superannuation and retirement planning.View fit
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Proven expertise in investment strategies
Ability to develop effective investment and tax-efficient approaches.View fit
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