Description:
- Provide tailored financial advice to clients in line with their individual goals and needs.
- Analyse and assess financial information to create effective financial plans and strategies.
- Assist clients in selecting suitable insurance products and services.
- Maintain up-to-date knowledge of industry regulations and compliance requirements.
- Develop and sustain strong client relationships to ensure long-term trust and satisfaction.
- Collaborate with internal teams to deliver comprehensive financial solutions.
- Monitor market trends and provide insights to clients to optimise their financial outcomes.
- Ensure accurate documentation and reporting of client interactions and financial plans.
Requirements:
A successful Financial Advisor should have:
- Relevant qualifications in Finance, Economics, or a related field.
- Proven experience in providing financial advice, preferably within the Insurance industry.
- Strong understanding of financial planning principles and insurance products.
- Exceptional communication and interpersonal skills to build client trust.
- Proficiency in financial software and tools.
- A commitment to maintaining ethical and regulatory standards.
Conditions:
- Opportunities to work with a respected name in the Insurance industry.
- Be part of a professional and supportive team in Sydney.
- Challenging and rewarding permanent position in Banking & Financial Services.
If you are ready to take the next step in your career as a Financial Advisor, we encourage you to apply today!
20 Jan 2026;
from:
michaelpage.com.au