Description:
At bdhSterling , we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.
We’re now seeking a qualified Financial Planner to join our Perth-based team and provide tailored, long-term financial advice to our clients.
The Role
This is a client-facing role where you’ll build trusted relationships and provide end-to-end holistic advice.
Key Responsibilities
- Deliver high-quality, holistic financial advice aligned to clients’ life goals
- Work closely with in-house paraplanners and client services team to streamline advice delivery
- Maintain compliance with Australian financial services regulations (AFSL)
- Stay current with changes in financial legislation, products, and global financial trends
What You’ll Bring
- Relevant qualifications in Financial Planning (minimum Diploma of Financial Planning / FASEA-compliant)
- Proven experience as a financial planner in Australia, with a holistic, client-first approach
- Strong understanding of Australian superannuation, investment and insurance products
- Interest in UK pension transfers
- Excellent interpersonal and communication skills
- A proactive mindset and a genuine desire to make a difference in clients’ lives
What We Offer
- The opportunity to work in a supportive and growing international firm
- A strong pipeline of high-quality, advice-seeking clients
- A collaborative team culture where your ideas and contributions are valued
- Flexible working arrangements and a strong focus on work/life balance
16 May 2025;
from:
uworkin.com