Become a valuable part of the Metropole team

Metropole is Australia’s leading independent property consultancy. We are part of the national Metropole Property Group, which was founded in 1979 and have been helping Australians create wealth through property for 40 years.

The national Metropole Group was founded in 1979 and has been involved in over $4 Billion of property transactions and manages over $2 Billion of property assets on behalf of our clients.

real estate investor career

Our aim

We are an integrated team of qualified, experienced, independent experts who specialise in creating wealth for our clients by providing tailored, unbiased property investment advice. As a full service advisory we have divisions that specialise in property strategy, wealth advisory, buyer’s agency, property renovations, property development, property management and financial planning.

We empower our clients and the general public by providing eduction in the areas of wealth creation and property investing through:

  • Michael Yardney’s daily Property Update – independently rated #1 property blog in the world for the last 4 years – with over 2.5 million unique readers last year
  • The Michael Yardney Podcast – with almost 2 million downloads
  • Our webinars, seminars and workshops
  • Our educational eBooks and reports
  • Michael Yardney’s 9 top selling books

Our Current Openings:

Senior Financial Planner

  • Leading Independent Property and Wealth Group
  • Location: Brighton
  • National Company
  • Client Focused Role

This role is for one of our divisions – Spark Private Wealth and offers a very rare opportunity for a senior financial planner to join a of one of Australia’s largest wealth advisory firms with the backing of one of Australia’s leading Australian Financial Services Licensees.

Spark Private Wealth is a joint-venture between the Metropole Property Group and Spark Advisory, a subsidiary of Spark Financial Group, one of Australia’s leading boutique AFSL.

This is a secure, long-term, office-based position that comes about due to exceptional demand for our services and will be a critical role allowing the right person to expand and grow professionally.

There’s no cold calling – in fact all enquiries are fully qualified before you would see them in our offices in Brighton or over Zoom and they come from referrals, professional alliances and our national marketing campaigns.

We know the type of person that we are looking for and will recognise them quickly when they apply:

 
  • You may currently be working in the financial planning industry.
  • FASEA exam passed.
  • Tertiary qualified in recognised FASEA financial planning degree or bridging.
  • You’ll have a good understanding of the financial services industry.
  • You’ll have sound technical knowledge of current legislative, industry and corporate standards.
  • You will have a broad understanding of finance and solid wealth creation principles.
  • You will be professional, polished and above all ethical.
  • You will have outstanding verbal and written communication skills, and of course you absolutely hate cold calling (who doesn’t?).
  • You want to work where your passion for wealth creation will be supported and encouraged, not hindered.
  • You set high standards for yourself, are driven, expect a very high income and be prepared to work for it.

Who are we and what do we do?

Metropole Properties was originally formed in 1979 and we’ve been assisting Australian property investors create wealth for a long, long time and has formed into The Metropole Group of Companies, which has become Australia’s leading independent property investment advisory firm. While most people know us as Australia’s largest buyers’ agency, we’re much, much more than that.

We have our own offices in Melbourne, Sydney and Brisbane and over the years have been involved in over $4 Billion dollars’ worth of residential property transactions and have over $2 Billion worth of properties under property management.

We also have a Wealth Advisory service for high net worth clients, a Financial Planning arm, very substantial property management departments, as well as renovations and a residential development project management division.

Metropole Properties was originally formed in 1979 and we’ve been assisting Australian property investors create wealth for a long, long time.

The Role:

To oversee, co-ordinate & provide administrative support for all Financial Planning clients and services, including life insurance, superannuation investment and SMSF.

Your role will involve:

  • Developing and actively nurturing existing client relationships by getting to know their situation and helping to develop strategies that will achieve their goals.
  • Work with our inhouse research team to provide detailed, accurate research and calculations to serve the needs and goals of clients.
  • Working with our inhouse analyst & associate to develop customised client advice strategies.
  • Working with our inhouse administration team to implement the advised financial strategies.
  • Be proactive in maintaining our high standard when it comes to client service and support.
  • Prepare file notes and paraplanning instructions to allow our internal paraplanning team to create advice documents compliant with the relevant legislation and meet clients’ best interests.
  • Stay up to date with changes to internal compliance and ensure all compliance needs are met to a high standard and in a timely manner.
  • Maintain active, regular communication with clients.
  • Positively contribute to a collaborative company culture and strive to continually improve professionally.
  • A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities.

You will further develop and implement this role with your enthusiasm, high level of initiative and strong communication skills with the aim of building long term relationships internally and externally.

You must possess these attributes to be considered for this role:

  • Member of industry body such as FPA & AFA.
  • Registered with the TPB.
  • A high level of market knowledge, and continuous growth.
  • Client focused / Results orientated approach.
  • Excellent customer service skills.
  • Strong written and verbal communication skills.

We’re looking for the best in the industry and prepared to pay accordingly with a very generous base plus performance based remuneration, which will be sufficient to attract the special high performer we are looking for. Even though you won’t be joining us just for the money, you’ll relish the job, love the atmosphere and aspire to the opportunities ahead.

How to apply

For further information or to apply for this rare opportunity please email your detailed resume along with a brief outline as to why you want to become part of our team to [email protected]

Wealth Strategist – Metropole Wealth Advisory Sydney

Metropole Wealth Advisory is a unique team of wealth creation, asset protection, tax, property and business specialists.

We take a multi disciplinary approach to wealth and work closely with a faculty of specialists who are all experts in their field.

Our typical clients are:

  • Property investors – helping them grow and protect and pass on their wealth through strategic tax advice using the best asset protection structures.
  • Business owners – suggesting the correct ownership structures, assisting with tax minimisation and asset protection strategies.
  • Professionals – Setting up their practices in the correct ownership structures, assisting with tax minimisation and asset protection.
  • Expats – who have their own individual issues and concerns
  • Migrants – who want to start a new life in Australia with the best likelihood of success.

Demand for our private wealth advisory services is growing so we are looking to add a Wealth Strategist to our team.

The Role:

We are looking for a qualified highly motivated team member who has a solid understanding of wealth creation, property investment and asset protection strategies.

This is not a financial planning role (even though our group incudes a licenced financial planner division) but is a delivery and sales oriented role for a self motivated, disciplined experienced person.

You will be responsible for initial discussions with clients to determine their needs, working closely with our Director Ken Raiss to develop a Strategic Wealth Plan and deliver same to the client, providing ongoing support.

Considering the large number of enquiries we’re receiving, your role will not involve cold calling, but primarily involves assessment of the needs of clients who have reached out either directly to Metropole Wealth or have been referred for advice from our Property Strategists.

In essence the Wealth Strategist lays out the map to success and identifies the hazards and alternative paths for our clients.

This will involve initial meetings and then producing a written Strategic Wealth Plan using our proven precedents. This is not a financial plan – even though some elements of the plan may require the financial planning members of our team to provide input.

Whilst you will be fully supported in the role and provided with excellent ongoing training and access to leading edge technology, you will be expected to:

  • Ensure that clients proceed through the Wealth Advisory journey.
  • Think laterally – for example you must listen to a client’s circumstances and identify issues even if not brought up by the client, determine appropriate strategies and explain the benefits of the strategies.
  • Maintain a close relationship with other Metropole divisions to ensure a seamless delivery of service to clients.
  • Identify opportunities for referral to other Metropole divisions.
  • Handover relationship with client to the property management team
  • Achieve a high level of efficiency through the effective use of time management and technology
  • Manage systems to ensure service delivery to client
  • Keep client records up to date using Metropole’s CRM systems
  • Contribute to process improvement to ensure a quality service standard to our clients
  • Maintain high level of internal communication with our Faculty partners.

Your day to day activities will be performed with a high degree of autonomy and flexible working conditions. This means many of your chats with prospects will occur by Zoom rather than face-to-face.

We are looking for the best and we are there for offering a generous base and commission structure for a career minded professional  and we will back you with exceptional training and development opportunities.

This role reports to a National Director and comes with extensive support, guidance and training from leading experts in property, wealth and sales.

About you

You will:

  • Have strong people skills and ability to build relationship
  • Have relevant qualifications, knowledge of the wealth advice profession.
  • Having an understanding of property investment would be a distinct advantage.
  • Be open to continual improvements of your skills through training both internally and externally.
  • Be a team player, understanding that your role is dependent on the performance of the business as a whole and that you play an integral part in the overall performance.
  • Take ownership, accountability, and responsibility.
  • Show up like a pro. You will represent Metropole to the world. You will look and sound great on Zoom and in person.
  • Follow-through. You keep your word: When you say you’ll do something, it gets done.
  • It would be preferable if you had qualifications in one of the core disciplines to support membership to either an accounting body, tax practitioner, financial planning, legal or finance.

About Metropole

Metropole is a progressive, multi award winning, inclusive workplace and the leading property investment and wealth advisory firm in Australia with offices in Melbourne Sydney and Brisbane.

We are recognised as industry leaders in wealth creation, strategic property advice, project management, constructions and business advice.

This role is based in our Sydney office where we have a great office culture and a can-do growth oriented attitude.

How to apply

Please email your application to our Director Mark Creedon — [email protected]

Please include the following information:

  • Why you want this job and why you want to be part of the Metropole team
  • Your previous experience in the wealth or financial industry
  • Any qualifications you hold.