Company

Candor RecruitmentSee more

addressAddressSydney, NSW
CategoryAccounting & Finance

Job description

n excellent opportunity has arisen for a Financial Adviser to join an established financial advice firm in Sydney CBD. You will be taking over an Existing Book of clients with the support of an experienced back office team. The firm is experiencing exponential growth and you will play a key part in supporting the business' exponential growth. 
  
Our client focuses on providing high levels of service to their clients. They pride themselves on their strong brand in the market along with highly qualified support staff. 

This is the ideal role for you if you are aspirational and someone who has genuine care for helping clients. 

The Role:

  • Build and maintain relationships with clients
  • Manage an Existing Book of clients and grow the client base by working with referral partners
  • Ensure the Administration team have all the necessary information and documentation to implement the approved financial strategies from the SoA.
  • Approve and sign-off all advice documents, ensuring all advice is consistent with the Client’s goals, risk profile and scope.
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth
  • Work closely with staff for performance management, development and succession planning
You Will Need:
  • FASEA Accreditation
  • Must be an Authorised Representative 
  • Experience providing complex holistic advice
  • XPLAN experience preferred 
  • Friendly and warm personality 
Please apply if you have the relevant experience for this role and interested in a confidential conversation. 
Refer code: 2238495. Candor Recruitment - The previous day - 2024-05-22 19:45

Candor Recruitment

Sydney, NSW
Jobs feed

Amazon Delivery Driver

Amazon Flex

Armadale, WA

Medical Laboratory Scientist - Research Assistant

Nsw Health Pathology

Sydney, NSW

Safety & Compliance Officer - Goondiwindi

National Heavy Vehicle Regulator

Goondiwindi, QLD

Research Assistant - EECS, Faculty of EAIT

The University Of Queensland

Queensland

Coordinator

Bunnings Warehouse

Mount Isa, QLD

Maintenance Team Leader - Residential Aged Care

Baptistcare Nsw & Act

Point Clare, NSW

Airport Services Officer

Shire Of Wyndham East Kimberley

Broome, WA

Warehousing Assistant

Flexiforce Australia

Goulburn, NSW

Sheet Metal Fabricator

Hays Recruitment

Parramatta, NSW

Sales Representative

Conquest Personnel

Altona, VIC

Share jobs with friends

Related jobs

Financial Adviser - Existing Book

Senior Financial Adviser - $160k-180k + super

Cartwright Jones

Sydney, NSW

5 days ago - seen

Senior Financial Adviser

Pivot Wealth Pty Ltd

Sydney, NSW

5 days ago - seen

Financial Investment Adviser

Crystal Wealth Partners

Sydney, NSW

a week ago - seen

Financial Investment Adviser

Netyourjob

Sydney, NSW

a week ago - seen

Senior Financial Adviser

Cloughmore Stone

North Shore, NSW

a week ago - seen

Financial Adviser

Smartmoney Wealth Management

New South Wales

a week ago - seen

Financial Adviser

Telstrasuper

Sydney, NSW

a week ago - seen

Associate Financial Adviser

Profusion Group

Sydney, NSW

3 weeks ago - seen

Financial Adviser

Invest Blue

Erina, NSW

3 weeks ago - seen

Financial Adviser

Forsyths

Inverell, NSW

3 weeks ago - seen

Associate Financial Adviser

Profusion Group

Sydney, NSW

3 weeks ago - seen

Junior Financial Adviser

Kaizen Recruitment

Sydney, NSW

3 weeks ago - seen

Paraplanner/Adviser Assistant

Navwealth Financial Group

St Leonards, NSW

a month ago - seen

Senior Financial Adviser

Pivot Wealth

Sydney, NSW

a month ago - seen

Financial Adviser Support / Paraplanner

Coastal Advice Group Pty Ltd

Newcastle, NSW

a month ago - seen

Financial Adviser

Oracle Advisory Group

Parramatta, NSW

a month ago - seen

Senior Financial Adviser

Smartmoney Wealth Management

New South Wales

a month ago - seen

Comprehensive Financial Adviser

Marsh Mclennan

Permanent

Sydney, NSW

a month ago - seen