Financial Decisions is a vibrant and growing company with offices in the CBD, Mona Vale and Norwest. We value our employees and provide a stimulating and fun work environment, while also promoting the all-important work/life balance.
We currently have the following opportunities available for the right people.
Chief Investment Officer
We have an opening for a degree qualified individual to lead our in-house investment team. You will have a minimum 8 years’ experience as an Investment Analyst, with a sound knowledge of investments (managed funds, domestic and international shares, property, fixed interest and alternatives) and of markets across all asset classes.
As someone who is professionally presentable with excellent communication skills, you have the ability to build trust, and to work autonomously and as part of a team.
This is a complex role and a full description is available here.
For further information, and to register your interest, please call Sally on (02) 9997 4647.
Applications are now open for a Paraplanner. This is an ideal position for someone looking to become a financial planner and working towards the relevant degree (refer to FASEA for further details). High level duties include:
- Preparation of Statement of Advice and Record of Advice documents
- Prepare financial planning file notes
- Perform financial modelling
- Prepare personal insurance quotes
- Enter client data into financial planning software (Xplan experience preferred)
- Update model portfolios based on research house views
- Prepare client review documents related to investment strategy and portfolio re-weighting
- Maintain electronic client files
A working knowledge of Xplan, Morning Star and other investment research house software, and MS Office 365 is preferred.
To obtain a full role description and to register your interest, please call Sally on (02) 9997 4647.
Senior Adviser – Equity Partnership
Are you an existing business owner that wants to move out of dealer land and be self-licensed, but doesn't want to deal with the day to day licensing requirements?
Are you looking to leave an existing Licensee and build equity in an established firm with like-minded peers?
Financial Decisions is a boutique financial services firm offering a holistic financial services solution. Over the past 15 years we have built a team of professionals who provide the following services:
- Tailored and model investment advice
- Insurance advice
- Mortgage broking
- Tax & Accounting services
- Business advisory and marketing consulting services
- Estate planning advice / legal
As a relationship-driven firm, we start with the premise that people do business with people they trust and want to build long-term partnerships with. Our belief is that our advisers need to have equity in the business as it develops behaviours that are aligned to our clients and each other.
We are looking for like minded advisers who understand the benefits of being self-licensed and who are passionate about being the conduit for all their clients' financial needs. We are after partners who will continue to grow Financial Decisions and ultimately form part of our succession plan for our senior advisers.
You will have an existing client base, or the ability to immediately grow a business over the next 12 months. Your compensation is based on your contribution to the firm and equity participation.
Financial Decisions will provide the following resources and services to assist managing your clients:
- Product Research
- Practice Management
- Office Services
If this sounds like something that interests you, then we have a plan that will help you grow your existing client base organically, transition existing Financial Decisions clients to you and have greater share of wallet through the other services we offer.