Financial Adviser Warm Client Base | Integrated Accounting Practice | Sutherland ShireThe Opportunity
A well-established accounting and advice practice on the Sutherland Shire is looking for a Financial Adviser to join a tight-knit team. Built over more than a decade on referrals and genuine client relationships, this is a practice with real depth and a loyal, growing client base.
This is not a hunting role. The work is there. They need the right person to step in, own their client relationships and grow with the business.
The Position
- Managing and growing a portfolio of warm, referred clients across accumulators, high net wealth individuals and intergenerational family groups
- Delivering comprehensive advice with mentorship from an experienced adviser
- Working closely with accountants within the same business on integrated client outcomes
About You
- Around 3 years experience as an adviser, on the register and client-facing
- Confident enough to run your own meetings and own your relationships
- The maturity and personality to connect across a diverse client base
- Someone who wants to put down roots in the Shire, not use it as a stepping stone
What You Can Expect
- A warm, established client base from day one
- Strong referral pipeline from a busy accounting practice next door
- A well-regarded licensee with genuine training and support
- A close-knit, collaborative team culture
- Flexibility, with part-time or four-day week considered for the right person
- Competitive renumeration, depending on experience
