Financial Adviser in Sydney

Excellent potential earnings from qualified leads.

Experienced Financial Adviser in Sydney

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, non-bank aligned investment boutique, we provide retirement planning and investment advice to the expatriate market, and are specialists in UK pension transfers.

As a result of continued growth we are extending our team of experienced Financial Planners based in Sydney,  where we offer services for the large British communities in Australia. We are looking for highly motivated, successful Financial Planners already living on location or ready to relocate.

Do you want to move your career to a company that will:

  • Recognise your efforts with excellent potential earnings
  • Give you access to a vast market ensuring excellent earning potential
  • Provide you with qualified online leads and back office assistance, including Financial Express & Xplan
  • Provide continuous first class business development and financial training

Our Financial Planners 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 financial institutions and offer tailored solutions. Through face to face meetings you will help our clients realise their financial goals.

We expect the very best from our Advisers and we know that to be successful with us you will:

  • Pride yourself on your track record of achieving and exceeding targets in the financial services sector
  • Use your excellent communication skills to listen to, assess and connect to clients
  • Thrive in a challenging role using your drive and determination to personally succeed
  • Use your experience, maturity and wisdom to ensure client commitment and lasting relationships
  • Experienced in advising on UK pension transfers

Join us for a challenging, rewarding and most importantly enjoyable career. Email your CV and covering letter to leomilton@forthcapital.com today.

 

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