Financial Adviser / Financial PlannerSydney | Permanent, Full-TimeReally Awesome People is recruiting an experienced Financial Adviser to join a growing, privately owned financial planning practice in Sydney.
The firm has built its reputation on long-term client relationships, practical advice and a genuine commitment to helping people make confident financial decisions.This is not a high-volume environment focused on pushing clients through a standard process. You will have the time and support to understand each client's circumstances, develop considered strategies and provide advice that makes a meaningful difference.
The role
You will work with recent and existing clients across:
Wealth creation and investment strategies
Superannuation and retirement planning
Personal insurance and risk management
Cashflow and debt management
Estate planning, in collaboration with legal professionals
Your responsibilities will include conducting discovery meetings, developing holistic financial strategies, preparing compliant Statements and Records of Advice, managing ongoing client reviews and building trusted relationships with clients.




About you
You will be qualified and eligible to provide personal financial advice under current Australian regulatory requirements, with experience delivering holistic and compliant advice.
You will also be someone who:Takes the time to properly understand clients
Explains complex financial matters clearly and practically
Values long-term relationships over short-term transactions
Works with empathy, integrity and sound commercial judgement
Enjoys being part of a collaborative and supportive teamA CFP designation, or experience working within a boutique or privately owned advice practice, would be highly regarded.
Why consider this chance?
You will be joining a firm that offers genuine mentoring, professional support and career development.Most importantly, you will work in an environment where quality advice and solid client relationships matter more than production-line targets.
Location: Sydney, NSWEmployment type: Permanent, full-time
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📌 Certified Financial Planner New South Wales
🏢 Really Awesome People
📍 New South Wales