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Financial Adviser

Hays - Sydney, NSW

Source: uWorkin


Join a fast growing team of experienced Financial Advisers and work for a reputable business

Your new company

You will work in the wealth arm of a prestigious accounting firm, working in a supportive team that encourages each employee to reach their full potential. They work closely with their clients to offer the most tailored advice that will support their needs.

Your new role

As the Financial Adviser your responsibilities will include:

  • Implementing advice and preparing complex SOAs
  • Developing and researching financial strategies across a range of entities including SMSF and family trusts to ensure that clients are getting the tailored advice they require to achieve their financial goals and objectives
  • Liaising with internal stakeholders
  • Mentoring and developing a team of high performing individuals
  • Maintaining and tracking client portfolios

What you'll need to succeed

  • Experience working in the financial planning industry
  • A Diploma of Financial Planning and a relevant degree
  • Knowledge of relevant software (Xplan preferred)
  • Strong knowledge of superannuation and pension strategies
  • Good verbal and written communication skills and be well presented
  • Experience of managing and developing a team would be preferred

What you'll get in return

An excellent opportunity to work in a multi service advice firm with the opportunity for progression as well as both formal and informal training programs. There are options of flexible work arrangements are available as well as an attractive salary.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2469952