Company

Kaizen RecruitmentSee more

addressAddressSydney, NSW
CategoryAccounting & Finance

Job 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

  • 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.
TECHNICAL SKILLS & QUALIFICATIONS
  • 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.
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 apply via the attached email link.

To learn more about this position, please contact either:

Simon Gvalda on 0412 122 *** / *****@kaizenrecruitment.com.au
James Brislin on  0423 356 *** / ********@kaizenrecruitment.com.au

#SCR-simon-gvalda

Refer code: 2238423. Kaizen Recruitment - The previous day - 2024-05-22 19:40

Kaizen Recruitment

Sydney, NSW
Popular Junior Financial jobs in top cities
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

Junior Financial Adviser

Junior Financial Controller

Schindler Lifts

Sydney, NSW

3 hours ago - seen

Junior Business Analyst - Financial Services

Hays Recruitment

Sydney, NSW

5 days ago - seen

Junior Tax Accountant (Full Time or Part Time)

Eagle Financial Pty Ltd

Balgowlah, NSW

a week ago - seen

Junior Financial Controller

Schindler Lifts

Mascot, NSW

a week ago - seen

Junior Financial Controller - HO

Schindler Lifts

Sydney, NSW

a week ago - seen

Junior Broker

Maclean Financial

Mascot, NSW

4 weeks ago - seen

Junior Financial Adviser

Easdowns Financial Services

$55,000 - $75,000 a year

Wagga Wagga, NSW

2 months ago - seen

Junior Administrative Assistant - Financial Advice Business

Easdowns Financial Services

Wagga Wagga, NSW

2 months ago - seen

Junior Insurance Broker

Maclean Financial

$80,000 - $120,000 a year

Mascot, NSW

2 months ago - seen

Financial Analyst - Junior & Senior roles

Frontline Construction

$80,000 - $135,000 a year

Sydney, NSW

2 months ago - seen

Junior Financial Planning Assistant

Wealth Connect Financial Services

Pottsville, NSW

2 months ago - seen

Junior Insurance Broker

Maclean Financial

$80,000 Base Salary + Commissions $120,000 OTE

Mascot, NSW

2 months ago - seen

Financial Analyst - Junior & Senior roles

Frontline Construction Australia

Sydney, NSW

2 months ago - seen

Accounts Officer/Junior Financial Accountant

Every Trade Group

Wetherill Park, NSW

2 months ago - seen

Financial Analyst - Junior & Senior roles

Frontline Recruitment Group

Permanent

New South Wales

3 months ago - seen

Financial Tutor - Junior

Edge Ark Pty Ltd

Sydney, NSW

3 months ago - seen

Junior Financial Adviser - Remote/Work From Home

Sufficient Funds

Newcastle, NSW

3 months ago - seen

Financial Tutor - Junior

Edge Ark Pty Ltd

Sydney, NSW

3 months ago - seen