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Sufficient Funds, Sydney, Australia

You might already know that we are cruisy, t-shirt-wearing and sun-loving, but there’s more to it than that; we practice what we preach and are truly living our Sufficient lives: working and earning in roles we love and that keep us interested, in turn building our own stories of financial success and enjoying the freedom that remote work allows us.

Each individual in the SF team has strong emotional intelligence, a desire to see others grow and succeed, and a deep care for the quality of their work, our team and critically, the lives of our clients. The above qualities make us a formidable force and we are incredibly proud of the amazing work we do.

We and our clients have enjoyed immense success over the past few years and will continue to do so through rapid organic growth and continued strong partnerships with like-minded referral sources. As a result we continue to broaden our team via very careful selection of the industry’s best fits.

About the role

🚀 kick off FY2023 with the role you’ve dreamt about
🚀 deliver life-changing advice for a rapidly growing millennial client base
🚀 join a highly motivated, fun, young team who've been 100% virtual since way before covid made it cool

We're looking for an experienced Financial Adviser to join our superstar team

We have nailed something that is hard to find in advice: a holistic service offering that creates an insane amount of value for young clients.

Despite popular belief, millennials have money and they are willing to spend it on services that add value to their lives.

Four years ago we created a business model that does a lot more than just spit out SOA’s and provide reviews each year. With our ground-breaking, and paid, first meeting, the “Defining Sufficient Session”, we dive deep into our clients lives to help them truly understand what matters to them before creating a money plan that brings it all together and lights their financial worlds on fire.

We’ve had 100% + year on year growth since day 1 and our SF dream team has swelled from 2 to 16 including 3x advisers and 2x mortgage brokers.

The role
💥 full-time employed, remote and highly flexible - there’s no clock-watching at SF
💥 you are the face of SF for your clients. Conducting our hugely popular, and heavily impactful 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)
💥 delivery of plans to 10+ new clients, aged between 25 & 45yo, each month
💥 work in a collaborative and consultative manner with your support team (an existing pod including associate, paraplanner & admin) to develop and deliver strategies that are not only in the best interest of our clients, but that consistently blow their minds
💥 highly competitive remuneration package

Skills and experience

🌟Team first! Our team is family. You are energised by joining an inclusive, collaborative environment, where we positively challenge each other to achieve brilliance
🌟High emotional intelligence that you utilise to have difficult conversations, being a leader and motivator for your clients
🌟Degree qualified & FASEA ready with 5+ years’ experience as a Financial Adviser
🌟Proven ability to successfully manage client relationships
🌟Be a self-starter who thrives with complete autonomy
🌟Strong compliance history