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 clear 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 setting 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
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📌 Financial Advisor (New South Wales)
🏢 My Plan Financial
📍 New South Wales