🚀 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.
💥 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