Bell Potter Securities Limited is a market leading stockbroking and financial advisory firm that is part of the listed Bell Financial Group (ASX:BFG). We offer high quality professional advice to corporate, institutional and private clients across Australia.
Join Our Team as a Financial Planner, Bell Potter Private Wealth
We are seeking an experienced Financial Planner to join the Bell Potter Private Wealth team's expansion into Sydney. This role focuses on delivering high-quality, non-investment financial advice to stockbrokers, private wealth advisers and their clients.
Based in our Sydney office, you will operate as the sole non-investment client adviser, acting as both a technical specialist and product champion. While working autonomously, you will be supported by a Melbourne-based paraplanning and administrative team, enabling you to focus on delivering expert advice and building strong client relationships.
This is a rare opportunity to take full ownership of a newly established role, using your initiative and drive to make a meaningful impact.
Primary Responsibilities
Your key responsibilities will include:
Provide strategic financial advice aligned to client goals
Build and maintain long-term, trusted relationships with both investment advisers and their clients




Identify opportunities to deepen client engagement and outcomes
Work closely with local and inter-state based advisers, paraplanners and client services team
Maintain the highest standards of compliance and professionalism
Commit to continuous self-improvement by expanding your technical expertise and fostering strong qualified relationships.
What We're Looking For:
Experience as a Financial Planner within a professional advice firm
Relevant business or commerce tertiary degree
Strong technical and strategic advice capability
Self starter with ability to work autonomously
Excellent communication and relationship-building skills
SMSF experience.
Why Join Us?
At Bell Potter Securities Limited, you will be part of a dynamic team that values expertise, innovation, and professional growth. This is your chance to make a significant impact and advance your career in a supportive and thriving environment.
Apply Now!
Don't miss this prospect to join a leading firm and take your career to recent heights. Apply today and become a key player in our Bell Potter Private Wealth team!
Please note that only successful candidates will be notified.
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📌 Financial Planner, Bell Potter Private Wealth (New South Wales)
🏢 Bell Potter Securities
📍 New South Wales