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13 hours ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Recruit 2 Advice | Australian Financial Planning Recruitment & Management Consultants since 1998RECRUITMENT | 25 YEARS | FINANCIAL PLANNING & WEALTH MANAGEMENTFinancial Adviser - NorwestPart-time (3D) or Full Time + HybridManage a book of existing clientsWell established fat growing practiceDisplay your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.The CompanyNorwest based Financial Planning and Mortgage Broking firm with strong ties to the community and a proud 20 year history of growth and success providing quality financial advice.Owned and operated by highly experienced industry professionals servicing wealth accumulators and retirees in investments, superannuation, insurance and lending. The business has 6 specialist staff across Advice, Aged Pensions and Mortgages.The business has a large and loyal client base with strong revenues, a highly efficient well staffed back office, and is currently enjoying extensive growth in new clients.The Role Financial PlannerIdeally 3 days per week to commence and located in the Bella Vista office, the primary focus of the role is to provide a high level of service and advice to an existing portfolio of clients (70) through personal interaction, client reviews, and education services.Working closely with the Principal Adviser to review existing client plans and maintain advice relationships and uncover new client advice opportunities.The BenefitsThe opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships. Enjoy a service focused advice role with existing clients, predominantly wealth accumulators.Benefit from a high level of internal support with dedicated administration with all back office functions taken care of by the team.The PersonIdeal applicants will have 5 years experience in a client facing advice role encompassing a broad range of client types and demographics. You will display strong technical skills with experience working with wealth accumulators primary needs across, investments, insurance, and lending.QualificationsProven experience in financial planning and providing financial adviceStrong analytical skills and attention to detailExcellent communication and interpersonal skillsKnowledge of financial regulations and market trendsProficiency in financial planning software and toolsAbility to work independently and in a team settingBachelor''s degree in Finance, Economics, or a related fieldRelevant certifications such as CFP (Certified Financial Planner) is a plusSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typePart-timeIndustriesBusiness Consulting and ServicesReferrals increase your chances of interviewing at Recruit 2 Advice | Australian Financial Planning Recruitment & Management Consultants since 1998 by 2xGet notified about new Financial Advisor jobs in Bella Vista, New South Wales, Australia.Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia A$95,187.00-A$108,734.00 2 weeks agoGlobal Advisory & Markets, Corporate Advisory, ECM, Associate, SydneySydney, New South Wales, Australia A$125,000.00-A$140,000.00 3 weeks agoNorth Parramatta, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia $140,000.00-$170,000.00 2 weeks agoDirector - Debt Advisory (Corporate and Financial Services)Financial Risk Analyst/Executive | Specialised and Asset FinanceSydney, New South Wales, Australia 2 weeks agoConsultant/ Senior Consultant - Financial Services - ClimateSydney, New South Wales, Australia 2 weeks agoSurry Hills, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 2 weeks agoAustralian/New Zealand Investment CounsellorAVP, Credit Analyst - Financial Institutions (RASF)Sydney, New South Wales, Australia 2 weeks agoParramatta, New South Wales, Australia 3 weeks agoAssociate Director - Deals and Specialist ServicesSydney, New South Wales, Australia 1 day agoParramatta, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia A$140,000.00-A$180,000.00 12 hours agoSydney, New South Wales, Australia 1 month agoSenior Directors/Directors/Associate Directors Expression of Interest (Transaction Advisory Group)Sydney, New South Wales, Australia A$70,000.00-A$75,000.00 2 days agoPenrith, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 3 weeks agoWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr