About the role
Join a top performing boutique wealth advisory business within a leading Australian wealth management group who manage complex, high-net-worth client portfolios, delivering tailored investment, superannuation, and tax strategies.
- Manage and grow relationships with HNW clients
- Develop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategies
- 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 a Financial Adviser
- Sound working knowledge of SMSFs, trusts and companies, contribution and pension strategies, listed and unlisted investments
- Experience with HNW, wholesale or business-owner clients is highly regarded
Benefits
- Discretionary bonus linked to individual and business performance
- Dedicated paraplanning and administrative support so you can focus on advice
- Hybrid flexibility after a successful six-month probation
- Annual salary reviews and half-yearly performance appraisals
- Access to morning market briefings, industry insights and professional networking opportunities
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Financial Adviser in Sydney employer: Waratah Recruitment Partners
Join a dynamic and innovative company in the heart of Melbourne's travel and accommodation sector, where your career can flourish in a supportive and collaborative environment. With competitive salaries, flexible working arrangements, and a strong focus on employee wellbeing, this organisation not only values your contributions but also invests in your professional growth. Experience the excitement of being part of a rapidly expanding team that prioritises a customer-first approach and offers unique opportunities for long-term career progression.
Contact Details:
Waratah Recruitment Partners Recruitment Team
