Financial Adviser

Job Title: Financial Adviser
Contract Type: Permanent
Location: Sydney
Reference: 3118743
Contact Name: Peter Dagen
Contact Email:
Job Published: March 23, 2020 17:17

Job Description

A Boutique firm is looking for an Adviser to help service their book of clients and over time help to grow it.

Why you will love this role;
  • Existing book of clients
  • Dealing with busy professionals
  • Salary will be negotiated based on experience
  • Bonuses for hitting new business development targets
  • Great mentor
You will spend your time;
  • Construct personalized financial plans that aim to achieve the financial goals of clients.
  • Educate clients and answer questions about investment options and potential risks
  • Managing an existing client portfolio
  • Networking
They will love your background in;
  • experience as an Adviser or Associate Adviser providing Holistic advice
  • Experience dealing with busy professionals
  • Experience with SMSF’s
  • FASEA completed / Masters or Graduate Diploma in Financial planning
Sounds interesting? We have a lot more information to tell

These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria.
For a confidential chat about your career options please call Peter on (02) 9346 5297 or email

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