Senior Financial Adviser
vor 3 Wochen
About the RoleHoxton Wealth is seeking a skilled and dynamic Financial Advisor to join our established Sydney team. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to holistic financial planning. This position offers the opportunity to make a significant impact by enhancing client relationships, providing comprehensive advice, and helping clients achieve their financial goals.Key ResponsibilitiesClient Servicing: Maintain and nurture relationships with an existing book of clients, ensuring their financial needs are met with exceptional service and attention to detail.Holistic Planning: Develop and deliver comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.Business Development: Identify opportunities to grow the client book by acquiring new clients through referrals, networking, and targeted outreach.Collaboration: Work closely with the broader Hoxton Wealth team to integrate holistic planning into existing practices and enhance service offerings.Compliance: Ensure all client interactions and advice comply with regulatory standards and company policies.Client Education: Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.Skills and ExperienceExperience: Minimum 3-5 years of experience as a Financial Advisor, with a proven track record of servicing and growing a client base.Qualifications:Relevant financial planning certifications (e.g., CFP, Diploma of Financial Planning, or equivalent).RG146 compliance or willingness to complete necessary qualifications for Australian standards.Technical Skills: Strong knowledge of investment products, tax strategies, superannuation, insurance, and estate planning.Communication: Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.Analytical Thinking: Strong analytical skills to assess client needs and create tailored solutions.Drive and Initiative: A proactive mindset with the ability to manage client relationships and generate new business opportunities.Team-Oriented: A collaborative approach to working within a team to achieve shared goals.What We OfferSupportive Team Environment: Join an established team with a focus on collaboration and professional growth.Professional Development: Access to ongoing training and opportunities to refine your skills in holistic financial planning.Client Base: Work with an existing portfolio while expanding your network and business.Competitive Remuneration: Attractive salary package, incentives, and benefits.Global Presence: Be part of a reputable international wealth management firm with opportunities for cross-border collaboration.About Hoxton WealthHoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.If youre passionate about financial planning, excel in client relationships, and are eager to take a holistic approach to wealth management, we invite you to apply for this exciting opportunity in our Sydney office.
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