A premium, self-licensed financial services firm in the Newcastle is looking for a Financial Adviser to take over an established portfolio of approximately 50 clients.

This role focuses entirely on advice quality and relationship management. You will be backed by a full internal support team, including investment, compliance, paraplanning, and administration specialists.

The Role
Portfolio Management: Act as the primary adviser for 50 clients, managing all regular reviews and touchpoints.
Strategy & Advice: Deliver holistic advice across superannuation, retirement, SMSFs, trusts, and tax-aware strategies.
Portfolio Oversight: Collaborate with the internal investment team to manage direct equities, managed funds, and platform investing.
Compliance: Maintain high standards of record-keeping, file notes, and KYC data within a self-licensed framework.
Collaboration: Partner with internal paraplanners to deliver high-quality SOAs/ROAs.
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📌 Financial Adviser Existing Portfolio New South Wales (Australia)
🏢 Hr Partners
📍 Australia