Listed 2 weeks ago
Financial Adviser - Sydney
Vivere Recruitment Group
Apply
via clientapps.jobadder.com
Financial Planning
- Location
- Sydney, NSW
- Type
- Full-time
About the role
30th October, 2026
Our client is a growing financial planning firm looking for an experienced Adviser to join their continuously growing team. In this role, you will be a key player in the delivery of high-quality advice to existing clients.
Duties and Responsibilities
- Provide accurate and timely advice to existing HNW clients
- Proactively develop new client relationships and understanding of
Client’s needs - Apply knowledge to help meet client’s financial goals and assist with plans to meet their financial goals
- Review and approve financial plans
- Present financial plans to clients
- Respond to client enquiries in a timely manner
- Assist in preparation of research and required documentation for client meetings
- Respond to and manage client communications
- Supervise the advice process internally to ensure it is delivered to a timely manner
- Provides guidance and mentorship to the client experience team
- Previous experience in a financial adviser role
- Completion of the financial adviser exam and eligible to act as an authorized representative
- Exceptional written and verbal communication skills
- Excellent knowledge of the financial planning industry
- Experience with financial planning software
- Broad knowledge of financial planning concepts, legislation and regulations
Apply
via clientapps.jobadder.com
