" \u003cdiv class=\"ja-job-details\"\u003e \u003ch2 class=\"title\"\u003eFinancial Adviser\u003c/h2\u003e \u003cdiv class=\"meta\"\u003e \u003cul class=\"classifications\"\u003e \u003cli data-id=\"20218\"\u003e Banking \u0026amp; Finance \u003c/li\u003e \u003cli data-id=\"20219\"\u003e Financial Planning \u003c/li\u003e \u003cli data-id=\"20220\"\u003e Sydney \u003c/li\u003e \u003cli data-id=\"20221\"\u003e Permanent / Full Time \u003c/li\u003e \u003c/ul\u003e \u003cp class=\"date-posted\"\u003e 19/10/2026 \u003c/p\u003e \u003c/div\u003e \u003cdiv class=\"description\"\u003e Our client is a national financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships.\u003cbr\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003e \u003cstrong\u003eAbout the role:\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003eResponsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.\u003c/li\u003e \u003cli\u003eBuild and maintain referral relationships with external professionals and business partners.\u003c/li\u003e \u003cli\u003eMaintain detailed, compliant, and timely client records and file notes.\u003c/li\u003e \u003cli\u003eMaintain up-to-date industry knowledge and complete all required CPD.\u003c/li\u003e \u003cli\u003eConduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes.\u003c/li\u003e \u003c/ul\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003e \u003cstrong\u003eAbout the successful candidate:\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003eAt least 5+ years experience as a Financial Adviser.\u003c/li\u003e \u003cli\u003eHigh levels of client satisfaction and retention.\u003c/li\u003e \u003cli\u003eAchievement of advice production and engagement targets.\u003c/li\u003e \u003cli\u003eStrong collaboration with internal teams to support end-to-end client outcomes.\u003c/li\u003e \u003cli\u003eCompliance with regulatory obligations.\u003c/li\u003e \u003c/ul\u003e \u0026nbsp;\u0026nbsp;\u003cbr\u003e For more information or even a private discussion please contact Jason - joflaherty@andersenpartnership.com \u003c/div\u003e \u003cdiv class=\"apply\"\u003e \u003ca class=\"back-link\" href=\"#\" title=\"Back to search results\"\u003eBack to search results\u003c/a\u003e \u003cinput type=\"button\" class=\"ja-button\" data-job-id=\"4479613\" value=\"Apply Now\" title=\"Apply Now\" /\u003e \u003c/div\u003e \u003c/div\u003e "