Senior Financial adviser
Senior Financial adviser
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Job Description
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 35 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.
- TeamOriented: 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 crossborder 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 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.
Employment Type
Full Time
