- Career Development | Dynamic & Professional Culture
- Flexible working arrangements
- Inner West - Sydney
- Provide advice and guidance to new clients;
- Creating and finalising SOAs;
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in an easy-to-understand manner;
- Manage and maintain client relationships, including meeting regularly with clients to review their financial plans and make necessary adjustments;
- Comply with all regulatory requirements, including providing clients with appropriate disclosures and ensuring all advice provided is in their best interests; AND
- Ability to work independently and as part of a team.
- Go-getter with passion for financial planning;
- Holds a Bachelor of Commerce, Majoring in Financial Planning or FASEA approved course;
- Experience as a financial adviser providing holistic advice or have met the current FASEA standards to work as a financial adviser;
- Have either attained (or are working towards) a Master of Financial Planning or a Certified Financial Planner (CFP) designation is highly regarded; AND
- Proven experience as a financial adviser or planner, with a successful track record of providing financial planning services to clients.
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Comprehensive Financial Adviser
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Senior Financial Adviser
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Senior Financial Adviser
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Senior Financial Adviser
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Samach Private Wealth, Sydney, Australia Financial Adviser Sydney, Australia Flexible
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Ensombl Sydney, AustraliaSamach offers bespoke services where we act as a Personal CFO to help run all of a client's financial matters. · We work with time poor high net wealth individuals and families who care deeply about their responsibility for preserving and growing their wealth, but don't want the ...
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Senior Associate
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PwC Sydney, Australia Full timeLine of Service · Assurance · Industry/Sector · Not Applicable · Specialism · Assurance · Management Level · Senior Associate · Job Description & Summary · A career within Capital Markets Accounting Advisory Services, will provide you with the opportunity to be responsible for co ...
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IFRS Accounting Policy Treasury Specialist
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PwC Sydney, Australia Full timeLine of Service · Assurance · Industry/Sector · Not Applicable · Specialism · Assurance · Management Level · Manager · Job Description & Summary · Our Assurance Accounting Consulting Services (ACS) team is for those passionate about solving complex accounting matters. We focus on ...
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IFRS Accounting Policy Treasury Specialist
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PwC Sydney, Australia Full timeLine of Service · Assurance · Industry/Sector · Not Applicable · Specialism · Assurance · Management Level · Manager · Job Description & Summary · Our Assurance Accounting Consulting Services (ACS) team is for those passionate about solving complex accounting matters. We focus on ...
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IFRS Accounting Policy Specialist
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PwC Sydney, Australia Full timeLine of Service · Assurance · Industry/Sector · Not Applicable · Specialism · Assurance · Management Level · Manager · Job Description & Summary · Location Flexible - Sydney, Melbourne, Brisbane, Canberra, Adelaide, Perth. · Our Assurance Accounting Consulting Services (ACS) team ...
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The Advisers Association Ltd, Sydney, Australia Member Services Administrator Sydney, Australia
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Ensombl Sydney, AustraliaThe Advisers Association is a non-profit member-based association. We were initially established in 1925 and more recently have merged with the Hillross and Charter adviser associations. · We are advocates for the benefits to consumers and clients of financial planning generally, ...
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Associate
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Ensombl Sydney, AustraliaMuch more than money is based in Canberra and Sydney, and has five financial advisers and 23 team members. Our clients are diverse and we have built long standing relationships with them as they progress through their financial journey. · Much is committed to development of team ...
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Financial and Operations
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TechSydney Sydney, AustraliaWe advise and engage with Australian governments, businesses. · Tech Council of Australia hasn't entered a description. · Financial and Operations (BizOps) Manager · We advise and engage with Australian governments, businesses. · #J-18808-Ljbffr ...
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Wealth Manager
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Independent Resourcing Consultancy Ltd Sydney, AustraliaWealth Manager - Sydney · This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant en ...
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Senior Investment Analyst
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Knewin Sydney, AustraliaAbout Lonsec The Lonsec group is one of Australia's leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help finan ...
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Client Services Administrator
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Ensombl Sydney, AustraliaClient Services Administrator / Insurance · Diamond Blue Financial Services, · We are a top performing financial services firm that offers investment, lending and insurance service for private wealth clients for over 15 years. · We have an opportunity for a new person to join our ...
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Financial Analyst
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Practice Manager
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Senior Legal Counsel, Financial Crime Compliance
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CommBank Sydney, AustraliaDeliver strategic legal advice on governance, regulatory, product and customer matters relating to the Group's compliance with anti-money laundering and counter-terrorism financing (AML/CTF), sanctions and anti-bribery and corruption (AB&C) legislation. · Take ownership of compl ...
Financial Adviser - New South Wales, Australia - Kaizen Recruitment
Description
The Organisation
Our client is an independent diversified financial services firm providing holistic financial advice to a range of clients from young professionals to retirees.
The young and dynamic team provides specialist holistic advice including investments, superannuation, SMSF, retirement planning, home loans and personal risk insurance.
Opportunity
As a Financial Adviser, you will be responsible for assessing the financial needs of clients and recommending appropriate strategies. You will also be responsible for monitoring the implementation of the plan and making any necessary adjustments along the way.
Ideal Candidate
Our client is seeking someone who is extremely well organised, has strong communication skills and has strong attention to detail. The right candidate will have a good understanding of holistic financial advice.
Key Responsibilities
TECHNICAL SKILLS & QUALIFICATIONS
This is an excellent opportunity to work in a growing financial advisory firm. If you are a committed and dedicated person seeking an opportunity to deliver outstanding outcomes, please contact Jerone Ducanes on or Simon Gvalda at Kaizen Recruitment on or apply via the attached email link.
#SCR-simon-gvalda
Reference number:
Profession:Wealth Management
Company: Kaizen Recruitment
Date posted: 3rd Apr, 2024
