At a Glance
- Tasks: Join a wealth advisory team managing high-net-worth client portfolios and delivering tailored investment strategies.
- Company: Boutique wealth advisory business within a leading Australian wealth management group.
- Benefits: Discretionary bonuses, hybrid flexibility, annual salary reviews, and professional networking opportunities.
- Other info: Collaborative culture with team lunches, social catch-ups, and access to industry insights.
- Why this job: Make a real impact by advising affluent families and investors with tailored strategies.
- Qualifications: 1–4 years as an authorised financial adviser with strong attention to detail.
The predicted salary is between 72000 - 88000 $ per year.
About the role
Join a high-performing wealth advisory team managing complex, high-net-worth client portfolios. Deliver tailored investment, superannuation and tax strategies, backed by dedicated paraplanning and administrative support.
- Manage and grow relationships with HNW clients
- Develop tailored advice across investments, superannuation, tax, cash flow, gearing, debt recycling, SMSFs, trusts and companies
- Advise on wholesale investment strategies and portfolio construction
- Meet with existing clients, new business leads and referral partners
- Prepare detailed, compliant advice with a strong focus on accuracy and client outcomes
Skills & Experience
- 1–4 years of experience as an authorised financial adviser
- Sound knowledge of SMSFs, trusts and companies
- HNW, wholesale or business-owner client experience highly regarded
- Strong attention to detail
- Experience managing ongoing clients and onboarding new business
Benefits
- Discretionary bonus linked to individual and business performance
- Existing HNW client portfolio to manage
- Dedicated paraplanning and administrative support so you can focus on advice
- Hybrid flexibility after a successful six-month probation, subject to performance and trust
- Annual salary reviews and half-yearly performance appraisals
- Access to market briefings, industry insights and professional networking opportunities
- Team lunches, monthly social catch-ups and Christmas celebrations
About the Company/Culture
Join a boutique wealth advisory business within a leading Australian wealth management group. The team supports affluent families and investors with tailored advice strategies. The culture is collaborative, accountable and performance-driven, with a close-knit team that values resilience, client service and getting the details right. Work alongside experienced professionals in an open-plan CBD office, with access to broader market insights and industry connections.
Financial Adviser in Sydney employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
