Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?

Or maybe you’re an employed adviser, bored in your current role and ready for more.

We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.

If you are looking for a dynamic, rewarding and exciting forever work place as an Adviser, then we would love to hear from you.

We are open to different levels of experience – the most important priority for us is finding the right person, and we will work hard to support you to achieve your career goals. You’ll work closely alongside our MD and other experienced advisers, as well as our experienced Client Service team. 

Your priority will be:

• Onboard new clients: Tap into our very strong flow of in-bound enquiries to grow your own client base
• Proactive client management: Establish meaningful, long term working relationships with your clients through proactive and regular engagement
• Deliver excellent advice: Provide well considered, comprehensive, ongoing financial guidance to your valued clients

We’re looking for a driven Junior Financial Adviser to join our superstar team.

• full-time employed, remote and highly flexible – there’s no clock-watching at SF
• with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
• following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.