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SalaryAbout BDO
BDO is a trusted adviser to clients looking for services. As one of the world’s leading audit and accounting organisations, we have clients of all types and sizes across an array of industry sectors.
Our are at the core of who we are and how we work with each other and with our clients. These values are the foundation of , IDEAS | PEOPLE | TRUST. This is about delivering ideas and advice that create value; quality-driven people who are motivated by providing exceptional client service; and being trusted to get the job done. Learn more .
Current opportunity
Our Sydney wealth advice business is currently seeking an experienced Financial Adviser to join our Private Wealth team.
Working within a highly technical and ethical team you will be supported by excellent support staff to allow you to purely focus on delivering the very best advice to your clients.
Role and responsibilities
Will include:
- Provide holistic strategic and investment advice to an established book of clients
- Develop and implement personalised wealth management strategies including investment recommendations, retirement planning, tax planning, debt management and estate planning
- Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments
- Work closely with support staff to implement advice
- Undertake business development to assist with growing the existing client book
- Stay updated with latest market trends, economic developments and industry regulations to provide informed and up-to-date advice
- Support and mentor financial planning staff
Professional attributes:
- Previous experience in advice with a minimum of 5-10 years providing financial advice in the areas of superannuation, investments and insurance
- FASEA qualified (or near qualified) and on the Financial Adviser Register
- CFP desired
- Excellent with client relationships
- Demonstrate highest ethical and professional standards
- Strong compliance history
- Ability to present and engage with internal and external stakeholders
- Builds internal and external networks that generate new client relationships
- Monitors and manages adviser workflow through effective delegation to team
- Strong work ethic
- Be a team player
- High level of communication skills
- Strong relationship building skills
- Growth mindset
BDO Private Wealth Advisers is an established and self-licensed financial advice practice looking after families and individuals to help them live the life they want to lead. We are part of BDO Australia and have offices around Australia with people experienced in a broad range of services and industries. We offer leading accountancy, tax and advisory services to clients Australia-wide.
What we will offer you
BDO offers professional development, collaborative culture, workplace flexibility, global career growth opportunities and an industry-competitive salary package.
We are committed to building your technical, advisory, leadership, and management skills, and balance work with promoting health, wellbeing, workplace giving and social activities. At BDO, we want you to enjoy what you do and the community of colleagues and clients you work with.
As a firm, we embrace an inclusive culture and value the difference and unique perspective of every individual. We are proud to be named an Inclusive Employer by Diversity Council Australia (DCA).
To submit your application please click Apply or for further information please contact Rebecca Ainsworth on rebecca.ainsworth@hotmail.com. Learn more at BDO.
IDEAS | PEOPLE | TRUST
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