HNW Wealth Adviser — 50-Client Portfolio, Self-Licensed (New South Wales)

HNW Wealth Adviser — 50-Client Portfolio, Self-Licensed (New South Wales)

13 Aug
|
Randstad - Australia
|
New South Wales

13 Aug

Randstad - Australia

New South Wales

Randstad Australia is seeking a Financial Adviser to take over an established portfolio of ~50 high-net-worth clients in Newcastle. You will deliver holistic financial advice and manage regular reviews, supported by an internal team.

The role focuses on advice quality and relationship management, with backing from investment, compliance, paraplanning and administration specialists.

FASEA qualification with 1+ year experience, HNW exposure, and proficiency with Xplan and IPS are required.

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📌 HNW Wealth Adviser — 50-Client Portfolio, Self-Licensed (New South Wales)
🏢 Randstad - Australia
📍 New South Wales

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