The Sinclair Wilson Group is one of the largest independent Accounting and Business Advisory groups in regional Australia, with our operations strategically placed across the Western District of Victoria and South-East South Australia. We have 18 Principals and a team of more than 130 highly skilled Accountants, Financial Planners and Specialists.
We are always looking to attract high-calibre talent to our team. If you would like to enquire about opportunities with Sinclair Wilson, please contact our recruitment team below.
Currently Advertised Positions:
Our services are growing! Sinclair Wilson has seen strong growth in the Wealth Management division, and is now seeking Financial Planners to join their dynamic team. Positions are currently available in Warrnambool, Colac, Hamilton, Camperdown and Mt Gambier.
About the role
As a Financial Adviser, you will work closely with Sinclair Wilson team, providing holistic and integrated advice to clients across the group, including;
- Strategic superannuation planning
- Retirement planning
- Wealth creation
- Portfolio construction
- Risk management
- Social security
Working with a leading stockbroking firm and in-house para-planning and administrative team, the Sinclair Wilson group provides its people with outstanding support to deliver a premier service to its clients.
About the candidate
Strong people skills are essential to this role, as you will be advising a broad range of clients including salary employees, business owners and high net worth individuals – both new and existing. It is vital that you:
- Have a client-centric approach to your work
- Understand the individual needs of your clients
- Can effectively communicate appropriate strategies to support clients’ short and long term financial goals
- Have initiative and can work autonomously to ensure deadlines are met
Compliance is a vital ingredient in the provision of financial advice. Therefore, candidates must meet the following pre-requisites:
- Completion of Advanced Diploma of Financial Planning or equivalent designation recognised by FASEA
- RG 146 compliant for providing advice on financial products
As a member of a self-licensed firm, the successful candidate will have the opportunity to provide unbiased advice on a transparent fee for service basis. This is an exciting opportunity to progress your career in the investment services sector, working alongside some of the region’s most experienced and progressive financial advisers.
About the Group
The Sinclair Wilson Group is a fully integrated accounting and financial services practice, with a strong, team-based culture.
It is one of Regional Australia’s largest firms, with five offices spread across two states, in Victoria’s Great South Coast and South Australia’s Limestone Coast region.
Confidential inquiries can be made by contacting Sheron Cook Senior, HR Advisor on 0431 446 419. Salary will be commensurate to experience
Confidential applications can be submitted either via the portal below, or by mail:
Sheron Cook – Senior HR Advisor
Accountants & Business Advisors
PO Box 217
WARRNAMBOOL VIC 3280