Sherlock Wealth, North Sydney NSW, Australia
Work Type
In PersonRole Type
Support StaffEmployment Type
Full TimeAbout the business
Founded in 1970, we are a second-generation Australian family-owned business that has been providing trustworthy tailored financial advice for more than 50 years. Our partnership style and our longstanding heritage provide the best foundation for our clients to achieve their lifetime goals and legacies. Our Sydney-based team holds qualifications that are the best in the industry. We are proud providers of a range of exciting career pathways and are well known as being an excellent place to work with a great team culture.
Our clients achieve success by partnering with us to ensure their personal finances are designed to support their lifestyle aspirations. By charting a values-based pathway our client’s financial affairs are comprehensively designed to reach their goals. We partner with multi-gen families, senior executives, business owners and self-funded retirees. Their lives are better because we give them:
- Time by taking care of their personal finances
- Peace of mind by knowing their affairs are in order and they have a trusted advice team
- The ability to sleep well at night knowing we are there for them and their loved ones especially when unforeseen events occur
- A track to run on that achieves their goals
- A trusted adviser to bounce ideas off who helps them make good decisions and prevents them from making bad ones
- Someone who knows what they don’t know and who understands them.
We believe in giving back and it is this vision beyond that drives us. Our personal and business success enables us to give generously to our local communities and to charities we hold close to our hearts such as the Tour de Cure and the Australian Wildlife Conservancy (AWC).
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🚀 INCREDIBLE OPPORTUNITY FOR A FINANCIAL ADVISER LOOKING FOR THEIR FOREVER WORK HOME 🚀
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Full Time
In Person
Findex Pty Ltd,
Senior Financial Adviser
Have you considered moving away from traditional client servicing to explore a new, refreshing career direction? Do you thrive on high-energy environments and have a knack for uncovering new business opportunities?Interested in a position with a consistent supply of high-quality leads, that offers a competitive base salary and uncapped commission potential? If you answered yes to the above, we’d love to share more details with you! An Opportunity with a Difference As we continue to expand, we’re seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. In this pivotal role, you’ll drive our growth strategy forward, forging meaningful relationships with new clients whilst assisting them in defining and achieving their financial aspirations and goals.Our approach emphasises collaboration, and you will be key in working with our internal team of Findex Accounting and Wealth advisers to provide holistic financial solutions. Your expertise and collaboration with other professionals within our practice will be essential to ensuring our clients’ financial success. What will your typical week look like?Lead the key client discovery meetings, understand the needs of the client, diagnose their unmet needs and connect them to our Adviser teamsManage the client advice process from lead screening to engagement and be accountable for managing a pipeline towards your KPIsManage key client and customer relationshipsPartner with a team of trusted Findex Accountants and Wealth AdvisersDevelop joint account plans with our Accounting team to position our Wealth Management servicesConnect Clients with an Adviser for ongoing client work
Full Time
Flexible