A Driven Junior Financial Adviser
vor 1 Monat
What makes us stand out?
Recently awarded Australia's Best Financial Advice Employer by IFA, we are the nation's leading provider of financial advice, tailored exclusively to gen z and millennials.
Forget the stuffy corporate environment.
At Sufficient Funds we give a damn, and we have the secret sauce required to have a huge positive impact on young people, setting them up for long-term financial success.
We build deep relationships and make the process fun, engaging, and results-oriented for our clients and our team.
We have nailed something that is VERY hard to find in advice: a holistic service that focuses on life first, then money to create an insane amount of value for young clients.
Despite popular belief, 25-45 year olds have money and they are willing to spend it on services that add value to their lives.
Over five years ago we created a business model that does a lot more than just spit out SOA's and provide reviews each year.
With our signature "Defining Sufficient" session, we dive deep into our clients' lives to help them truly understand what matters before creating their Money Action Plan (MAP) that brings it all together and lights their financial worlds on fire.
With a waterfall of warm leads, we've had 100%+ year-on-year growth since day 1, and our SF Dream Team has grown from strength to strength across financial planning and our internal mortgage broking business.
We've invested significantly to build an incredible team in recent years and have a strong set of values that we all hold each other accountable to.
We are now building the future of SF with our incubator of culturally-aligned high performers...which leads us to this new role.
We're looking for a driven Junior Financial Adviser to join our superstar team.
Full-time employed, remote and highly flexible – there's no clock-watching at SF.
With a heavily impactful internal training program, you will become the face of SF for your clients, conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator).
Following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
Perks and benefits Highly competitive remuneration package.
WFH – join a highly motivated, fun team who've been 100% virtual since way before Covid made it cool.
Support team – work in a collaborative and consultative manner with our support team including associates, paraplanners & client services.
Proud to be leading the way with our best practice parental leave and fertility leave benefits, join a truly family-friendly business.
Skills and experience You thrive on rapid learning and immediate application.
You are energised by joining a collaborative environment where we constantly inspire one another to "Learn.
Grow.
Repeat." You are energised, not drained, by client conversations.
You have high emotional intelligence and you lean into difficult conversations when required, being a leader for your clients and showing them that you will always go "Beyond Sufficient." Be a strong active listener and have the ability to engage and motivate potential and current clients to see and enjoy the immense value we can add to their lives.
Be a self-starter who thrives with complete autonomy, with evidence of productive WFH.
This role is open to junior applicants, but you ideally have a proven ability to successfully manage client relationships.
Strong compliance history.
Degree qualified & FASEA ready with 1 to 2 years' experience as a Financial Adviser (We are open to considering the right candidate entering or completing a PY).
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