An established financial planning practice with offices in Sydney and Wollongong is seeking a high-caliber Servicing Wealth Adviser to look after a premium, deeply loyal, and fully established book of clients. Your mandate is to maintain trust, deliver brilliant advice, ensure seamless compliance, and mind the existing client base.
Key responsibilities
- Conduct regular annual and bi-annual reviews for an established portfolio of clients
- Present strategic advice across superannuation, investment portfolios, retirement planning, and complex entity structures
- Manage the end-to-end client renewal process, ensuring all Ongoing Fee Arrangements (OFAs) and compliance documentation are cleanly executed
- Maintain accurate, high-quality file notes and complete necessary operational administrative updates within the CRM
About you
- An experienced Financial Planner / Wealth Adviser with a clean compliance record and a proven history of managing client relationships autonomously
- Fully compliant with current Australian professional standards (relevant degree qualified and FASEA exam passed)
- A strong communicator who can seamlessly pivot between high-touch in-person meetings and highly professional digital Zoom environments
- Comfortable managing your own meeting preparation and basic CRM administration alongside paraplanning support
- Competitive base salary commensurate with your experience
- A highly collaborative, low-stress culture that explicitly prioritises professional autonomy over high-volume sales KPIs
- Dedicated Paraplanning Support
- True Hybrid Flexibility with 1–2 days working from home each week
- A mix of face-to-face office reviews and digital Zoom/Teams consultations
