Clearcompany | Senior Financial Adviser | Sydney
vor 1 Monat
About the Role Hoxton 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 Responsibilities Client 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 Experience Experience: 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 Offer Supportive 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 Wealth Hoxton 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 you're 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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