Financial Planner - Sydney, Australia - NobleOak

NobleOak

Verified Company

Sydney, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Closing Date: 18/08/2023

Job Type:

Contract

Location:

Sydney office

Job Category:

Finance

Are you an experienced financial planner looking for a part-time opportunity? Join our team in Sydney for a two-month project

Job Description:

As a contractor, you'll review wealth strategies, provide guidance on the advice process, including goal setting, and support the development of our new product.

You will inform and enhance the knowledge sharing around market movements, legislative requirements, product offerings, compliance standards, and industry trends.

We require your expertise for two days per week, with one day in our Sydney office. Collaborate with our dynamic team and make a real impact

Desired Skills and Experience

Experience & Qualifications

Compliance with FASEA requirements
5+ years in advising retail clients
Strong stakeholder management
Strong presentation and communication skills (verbal and written)