Financial Adviser

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