Job Description :
Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you looking for an environment ready to match your ambitions?
Do you want to join a team of experienced licensed professionals with a strong work ethic utilising cutting edge analysis tools and client management systems?
As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers.
As a result of continued growth they are extending their team of experienced Financial Advisers based in Sydney, where they offer services for the large and affluent expatriate communities in Australia.
We are looking for highly motivated, successful Independent Financial Advisers already living on location or ready to relocate.
Their financial advisers are committed to providing our clients with a first class experience. You will assess their needs regarding financial planning and wealth management issues, advise on appropriate products from top global financial institutions and offer tailored solutions.
Through face to face meetings you will help our clients realise their financial goals.
My client expects the very best from their advisers and they know that to be successful with then you will :
Requirements : SKILLS REQUIRED :
SKILLS REQUIRED :
IDEAL CANDIDATE :
Do you want to move your career to a company that will :
Please note : This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.
Please only apply if you have the required investment product sales experience. UK level 4 CISI financial services qualifications preferable.
Alternative Investments, Comprehensive Wealth Management, Foreign Investment, Pension Funds, Pension Schemes, Qualified Retirement Plans, Retirement Plan Consulting, ROP, Wealth Accumulation, Wealth Management Services