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).
More jobs
Sufficient Funds,
Client Services Manager (6-9 month contract)
We're looking for an experienced and driven Client Services Manager to join our superstar team on a contract basis for 6-9 months (parental leave coverage).
The role
- Part-time ~3 days, remote and highly flexible
- As head of our client services team, you lead by example through client onboarding, preparation of advice documents, and implementation of advice recommendations that exceed our client's expectations and takes them 'beyond sufficient'
- You must LOVE speaking to and engaging with clients and have experience dealing with risk insurance applicants via phone calls
- Work in a professional and collaborative way with insurance, super and investment providers to ensure timely and accurate processing of client service needs
- Work in a collaborative and consultative manner with our entire team including advisers, associates, paraplanners & client services
- Desire to contribute to continuous improvement projects outside of your day-to-day responsibilities
- You thrive on rapid learning and immediate application. You are energised by joining a collaborative environment where we constantly inspire one another to “Learn. Grow. Repeat.”
- You spot the small details others might miss and you own your work ensuring all client notes and files are up to date and all data is accurate
- You are an efficient self-starter who thrives with complete autonomy, with evidence of productive WFH
Part Time
Remote
Proactive Business Services, Sydney NSW, Australia
🚀 Senior Financial Adviser – A Unique Opportunity for Impact and Innovation🚀
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.
Sydney NSW, Australia
Full Time
Flexible
Sufficient Funds, Work From Home
Junior Financial Adviser
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.
Work From Home
Full Time
Remote