Sydney CBD | Established Client Base | Adviser-Led Relationships

We are a well-established holistic financial advisory firm based in the Sydney CBD, providing advice across superannuation, retirement planning, insurance and broader wealth strategy.

We are seeking an experienced Financial Planner who values long-term client relationships, high-quality advice and working within a clearly defined advisory framework. This role will suit someone who enjoys ownership, accountability and being the primary adviser for their clients.

About the Role

As a Financial Planner in our advisory team, you will:

- Provide holistic financial advice across superannuation, retirement and insurance
- Manage and develop an existing book of clients, including risk clients transitioning toward broader financial planning
- Spend meaningful time speaking directly with clients and prospects (primarily via phone and virtual meetings) to build trust and identify advice needs
- Conduct client meetings and deliver clear, compliant and practical advice
- Work closely with our offshore administration and paraplanning team using established processes and communication rhythms
- Take responsibility for advice quality, client outcomes and ongoing relationships
- Participate in ongoing professional development and maintain compliance with regulatory requirements

This is a relationship-led advice role. While opportunities for growth exist, success comes from consistent adviser-led client engagement rather than high-pressure or transactional sales activity.

What We’re Looking For

You will bring

- A minimum of 4 years’ experience as a Financial Planner
- The minimum education and professional standards to practise as a Financial Adviser in Australia, including relevant qualifications and completion of the ASIC Financial Adviser Exam
- Strong verbal and written communication skills
- Confidence building rapport with clients over the phone, via video and in person
- A structured and organised approach to advice delivery and time management




- Comfort working independently within agreed frameworks, processes and expectations
- Openness to feedback, learning and continuous improvement
- Emotional maturity and professionalism when working with clients and colleagues

Experience in client engagement, risk advice or introducing broader advice conversations will be advantageous. This role prioritises long-term relationships and advice quality over short-term sales outcomes. What We Offer

- An established client base with ongoing advice opportunities
- Dedicated administration and paraplanning support through an offshore team, supported by explicit workflows and processes
- Clear advice frameworks and service standards
- Ongoing training, mentoring and professional development
- Competitive remuneration aligned to experience and performance
- A stable, professional environment focused on sustainable growth for both clients and advisers

What Success Looks Like in Your First 90 Days In your first three months, you can expect to:

- Become familiar with our advice framework, client segments and service standards
- Take ownership of a defined group of existing clients
- Spend regular time on the phone building rapport and understanding client needs
- Establish effective working rhythms with our offshore support team
- Begin identifying appropriate opportunities to introduce holistic financial planning conversations
- Participate in regular check-ins focused on alignment, support and performance

This Role May Not Be Right For You If:

- You are seeking a purely referral-driven or inbound advice role
- You prefer a highly transactional or high-pressure sales environment
- You are uncomfortable spending time on the phone building client relationships
- You prefer to work without clearly defined processes or expectations

Next Steps

If you are an experienced Financial Planner who values quality advice, accountability and working in a professional, structured environment, we would like to hear from you.

Please apply with your CV and a brief cover letter outlining your experience and why this role aligns with how you prefer to work.

📌 Financial Advisor (Sydney)
🏢 My Plan Financial
📍 Sydney