Financial Adviser Warm Client Base | Integrated Accounting Practice | Sutherland Shire
The Chance
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
Solid 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
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📌 Financial Adviser Sydney
🏢 Stitch Recruitment
📍 Sydney