Financial Adviser Warm Client Base | Integrated Accounting Practice | Sutherland ShireThe OpportunityA 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 PositionManaging and growing a portfolio of warm, referred clients across accumulators,



high net wealth individuals and intergenerational family groupsDelivering comprehensive advice with mentorship from an experienced adviserWorking closely with accountants within the same business on integrated client outcomesAbout YouAround 3 years experience as an adviser, on the register and client-facingConfident enough to run your own meetings and own your relationshipsThe maturity and personality to connect across a diverse client baseSomeone who wants to put down roots in the Shire, not use it as a stepping stoneWhat You Can ExpectA warm, established client base from day oneStrong referral pipeline from a busy accounting practice next doorA well-regarded licensee with genuine training and supportA close-knit, cooperative team cultureFlexibility, with part-time or four-day week considered for the right personCompetitive renumeration, depending on experience
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📌 Financial Adviser (New South Wales)
🏢 Stitch Recruitment
📍 New South Wales