Senior Financial Adviser

vor 4 Wochen

Sydney, Österreich Specsolutions Vollzeit

Senior Financial Adviser - Perpetual Wealth ManagementJoin Jacaranda Financial Planning as a Senior Adviser and be part of a trusted team that empowers clients to achieve their financial goals with confidence.
In this role, you will:
Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives.Provide specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.Collaborate with clients to navigate inheritance, trust, and estate planning, ensuring secure financial futures.Conduct detailed financial assessments, optimising clients' investment portfolios to maximise growth potential.Build long-term client relationships, offering ongoing support and straightforward financial guidance.Stay abreast of financial regulations and market changes, ensuring all advice is compliant and beneficial.About You
We're looking for someone with:
A bachelor's degree in finance, Economics, Business, or a related field.A minimum of 5 years' experience in financial planning or advisory roles, specialising in superannuation and retirement planning.Proven expertise in investment strategies, estate planning, and tax-effective approaches.Excellent communication skills, capable of explaining complex financial concepts in clear, accessible language.Strong analytical and problem-solving abilities, with a proactive approach to delivering client-centered solutions.Diversity and inclusion
We're committed to creating an inclusive workplace where diversity is celebrated.
No matter your background or circumstances, we aim to provide an environment where you can thrive.
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