Banking & Financial Services | Financial Planning

Balmain, Sydney NSW

Permanent, Full Time

- Take ownership of an established client portfolio
- Existing clients and new client opportunities provided
- Join a financial advice business that continues to grow
- Work within a genuinely supportive and collaborative culture
- Strong client service and implementation support

At Granada Wealth Advisory, we help professionals, families and business owners grow, protect and manage their wealth with greater clarity and confidence. Our advice is personal, practical and built around each client’s goals. We take the time to understand where our clients are today, where they want to go and what matters most to them before building a strategy for their future.

We are looking for an experienced Financial Adviser to join our Sydney team in Balmain and take ownership of an established client portfolio.

This is an opportunity to join a growing advice business that values strong client relationships, strategic thinking, professional excellence and advice that creates a meaningful difference in people’s lives.

About the Role

You will become the trusted point of contact for an existing portfolio of clients while also supporting new clients introduced to the business.

You will provide holistic and strategic advice across areas such as:

- Wealth creation
- Retirement planning
- Superannuation and pensions
- Self managed superannuation
- Investments and portfolio construction
- Personal insurance
- Cash flow and debt management
- Tax effective financial strategies
- Intergenerational wealth and estate planning coordination

You will be supported by our client services and advice support team, allowing you to remain focused on building relationships, understanding client needs and delivering high quality strategic advice.

Key Responsibilities

Your responsibilities will include

- Managing and developing an established client portfolio
- Meeting with existing and prospective clients
- Understanding each client’s circumstances, goals and priorities
- Developing tailored financial strategies and recommendations
- Presenting advice clearly and helping clients make informed decisions
- Preparing, reviewing and presenting Statements of Advice
- Conducting ongoing client reviews and updating strategies as circumstances change
- Working closely with client services, paraplanning and implementation support
- Monitoring client portfolios and identifying strategic opportunities
- Building trusted,



long term client relationships
- Proactively communicating with clients during periods of market uncertainty
- Maintaining complete and accurate client records and file notes
- Identifying opportunities to improve the client experience and internal processes
- Meeting all regulatory, compliance and professional obligations
- Contributing to the continued growth and development of Granada Wealth Advisory

The Client Experience Our clients trust us with some of the most important decisions they will make. The successful candidate will understand that great advice involves more than technical knowledge. It requires listening carefully, communicating clearly and helping clients feel supported throughout every stage of their financial journey. You will:

- Explain complex strategies in a clear and practical way
- Respond to client enquiries promptly and professionally
- Communicate proactively rather than waiting for clients to follow up
- Help clients remain calm and focused during market uncertainty
- Follow through on commitments and take ownership of client outcomes
- Build relationships based on trust, consistency and genuine care
- Recognise that every client has different values, priorities and definitions of success

About You

You are an experienced Financial Adviser who combines strong technical capability with excellent relationship management skills. You will be well suited to this role if you have:

- Demonstrated experience providing holistic financial advice
- Strong strategic and commercial thinking
- The ability to manage and develop an existing client portfolio
- Excellent client meeting and presentation skills
- Robust knowledge of superannuation, investments, retirement planning and wealth creation
- The ability to explain complex financial concepts without unnecessary jargon
- A thorough understanding of financial advice compliance requirements
- Strong attention to detail and accurate record keeping
- A proactive approach to client communication and follow up
- The confidence to work autonomously while contributing to a collaborative team




- A genuine commitment to acting in the client’s best interests
- The ability to identify opportunities and take initiative without needing constant direction

Experience advising high net worth clients, business owners, professionals, SMSF trustees or clients seeking values aligned investment strategies will be highly regarded.

Professional Requirements To be considered, you must:

- Meet the current education and qualification standards for financial advisers
- Have passed the Financial Adviser Exam
- Be eligible to be authorised by an Australian Financial Services Licensee
- Be eligible for registration with ASIC as a relevant provider
- Maintain all required continuing professional development and professional standards
- Have a strong understanding of the regulatory and ethical obligations applying to personal financial advice

What We Offer

- An established client portfolio to manage and develop
- New client opportunities and leads provided by the business
- A competitive salary package based on experience and capability
- Support from client services and advice support professionals
- The opportunity to work across a broad range of holistic advice strategies
- Direct involvement in the continued growth of the business
- A supportive culture where good work, initiative and accountability are recognised
- Genuine career development and leadership opportunities
- A professional but personable working environment
- The opportunity to build a long-term career within a growing financial advice firm
- A workplace based in the heart of Balmain

Why Granada?

We are building a financial advice business where clients feel understood, advisers can do meaningful work and the team shares responsibility for delivering an exceptional experience.

You will not simply inherit a list of clients. You will become a trusted adviser to individuals and families who value clear guidance, proactive communication and long-term relationships.

You will also have the opportunity to influence how we work, improve our client experience and help shape the next stage of Granada’s growth.

How to Apply

Please submit your resume and a short cover letter addressing the following:

1. What experience, strengths and perspective would you bring to Granada Wealth Advisory?

We want to understand more than your employment history. We want to know how you think, how you take ownership and how you would contribute to our clients, our team and the continued growth of Granada Wealth Advisory.

📌 Financial Adviser (Brisbane City)
🏢 Granada Wealth Advisory
📍 Brisbane City