Skip to content
  1. Home
    2. »
  2. Jobs

Financial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible

Purpose Advisory, Sydney NSW, Australia

Work Type

Remote

Role Type

Advisor

Employment Type

Contract

About the business

Watch here: https://www.loom.com/share/e107cbc24abc4b03b9f17c1e07d3d699?sid=8a56620c-b176-4eba-b0f8-2e08f7074f6f

 

Purpose Advisory is a unique Financial advice, Business coaching & Life coaching practice, founded in Feb 2018. We focus on working with younger Australians, and we achieve transformational results in their emotional relational and financial life. 

 

We’re currently a team of 8, with two Australian staff based in Sydney (Tristan, 35 and Roy 38) and 6 full time support team spread across the Philippines (Shella, Cristine, Ivy, Aleana, Shara & Kent).

 

Whilst financial advice is one of our core services, we’re focussed on refining whatever tools are required to achieve the best result for our clients. This includes integration of 1:1 wealth coaching, 1:1 business coaching, 1:1 hypnotherapy/NLP coaching,  group coaching and self-directed education.

 

We’re also in the process of rolling our a unique executive assistance subscription service for our clients, to help them live their best life.

 

Our vision is to help people thrive, and we’re not shy to roll up our sleeves and get alongside them on the journey. And importantly, we believe that financial advice should serve as a central pillar of any holistic service like ours – not just an outsourced product referral at the end of the journey.

 

Learn more about our advice process here:

 

Wellness: A Key Foundation for the Practice of the Future Podcast Series – Tristan Scifo

About the role

Senior Adviser / Financial Advice Leader

  • Lead our financial advice process for all one-off & ongoing clients
  • Supported by Advice Research / Paraplanner (Cristine) & Implementation / CSM (Shella)
  • Additional Admin (Ivy) & Executive Assistant (Aleana) support available
  • Receive referrals from our life & business coaching services
  • Receive referrals from our existing clients & referral partners
  • Engage leads from our marketing efforts
  • Grow & improve our advice service and set of tools

Perks and benefits

Unique Benefits

  • Earn a proportion of the business you deliver
  • Earn a proportion of the business you generate for our other service areas (e.g. life & business coaching)
  • Equity option to buy into our business after a 12 – 24month trial period

Standard Business Benefits

  • Subsidised ongoing education
  • “Dream dollars” program
  • Access to complimentary business & life coaching from our expert team

Skills and experience

Fundamentally, we expect you to be confident to step into the shoes of an advice leader. Tristan Scifo will continue to work alongside you and provide technical, sales & leadership mentoring, but you need to believe you can thrive in this position, and ideally have proof you can run an entire advice process, achieving excellent quality results for clients.

 

  1. Purpose: Passionate about our mission (holistic transformation)
  2. Advice: Have a genuine love for delivering advice
  3. Ownership: Treat our business as your own, from day 1
  4. Leader: Strong leadership & management skills to grow our team
  5. Contribution: Generous, service-focused, can-do attitude
  6. Excellence: Hold yourself to highest of standards, wherever possible
  7. Collaborative: Eager to work closely with professional partners
  8. Innovative: Naturally improves & refines systems, tools & experience

 

Advice Areas:

You’re preferably capable of providing all categories of financial advice, including insurance, SMSF and leveraged portfolios. However you’re unlikely to provide aged-care related advice, and will be mostly working with pre-retirees. 

Share on Linkedin
Share on Twitter

Posted by Tristan Scifo

Purpose Advisory

Express your interest Back to job opportunities

Financial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible

Purpose Advisory, Sydney NSW, Australia

Provide your details below and we will send them directly to Tristan Scifo .

More jobs

Grange Wealth Advisors, Miranda NSW, Australia

Experienced Financial Adviser

You will be stepping into a full-time adviser role with responsibility for managing around 50 – 75 established clients with holistic advice, primarily pre-retirees and retirees. You will play a key role in helping us grow in the Sutherland Shire and surrounding areas. What we offer with the role:Access to referrals from existing clients and relationships with local accountantsAn existing fee for service client base and the opportunity for ongoing growthA supportive close-knit team of advisers and experienced support staffA transparent, non-institutional licensee environmentExposure to high-quality investment solutions and platformsCareer progression and equity opportunities as the business growsCompetitive remuneration based on experience

Miranda NSW, Australia

Full Time

In Person

Oxlade Financial, Newstead QLD, Australia

🚀 ASSOCIATE ADVISER – INCREDIBLE OPPORTUNITY FOR AN ASPIRING FINANCIAL ADVISER IN A FAST-GROWING INDEPENDENT FIRM 🚀

As an Associate Adviser, you’ll play a key role in delivering exceptional advice and service. You will:

 

  • Work closely with our Advisers to assist with the development of strategic comprehensive advice 
  • Ensure clients receive an outstanding service and advice experience 
  • Manage and complete implementation work, including applications and lodgements
  • Coordinate insurance applications and ensure timely follow-up
  • Oversee and administer tasks for existing and new clients via XPlan
  • Manage the development of advice documentation (SOAs, ROAs)
  • Assist in preparing for client review meetings
  • Liaise with offshore admin support 
  • Communicate proactively with clients and advisers 
  • Provide outstanding client service and contribute to strong client relationships

Newstead QLD, Australia

Full Time

In Person

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

Express your interest Back to job opportunities