Hybrid role with a warm client database, strong brand support About Our Client This role is with a well-regarded organisation in the Insurance sector, operating within the Banking & Financial Services department. As a mid-sized company, they are committed to delivering top-notch financial solutions and fostering a professional and supportive work environment. Job 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. The Successful Applicant 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. What's on Offer 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!
