Job Description
Build your own client book, without having to bring one with you.
n
Established advice business | Strong client flow | Genuine commercial upside
n
For an Adviser who wants more than simply servicing someone else's portfolio, this is a seriously good opportunity.
n
We are partnering exclusively with an established Newcastle financial advice business that has reached the point where the opportunity is bigger than the current team can service.
n
The clients are there. New business is coming in. The support infrastructure is already built.
n
They now need another Financial Adviser to take advantage of it.
n
The Opportunity
n
You'll take ownership of new client enquiries while also having access to a substantial pool of existing clients with established relationships in the business.
n
Many of these clients originally came through insurance and are now at a very different stage financially. Mortgages have reduced, careers have progressed, wealth has grown and retirement is getting closer.
n
For the right Adviser, that creates a genuine opportunity to develop those relationships into broader, ongoing advice clients.
n
You'll be working across holistic advice including:
n
n
Wealth creation and investments
n
Superannuation
n
SMSFs
n
Personal insurance
n
n
The goal is simple: build a high-quality recurring client book of your own.
n
Stay Focused on Advice
n




This business has deliberately structured its support model so Advisers can spend more time doing the work that actually requires an Adviser.
n
Advice document production is outsourced, leaving you to focus on client conversations, strategy, delivering advice and building relationships.
n
What's In It For You?
n
Immediate client opportunity
n
There is already consistent recent enquiry and an established client pool to develop.
n
No need to bring a book
n
The opportunity exists within the business. Your job is to build relationships and convert it.
n
Build something of your own
n
Rather than inheriting and servicing somebody else's portfolio, you'll progressively develop your own recurring client base.
n
Commercial upside
n
The business is open to structuring remuneration with base salary and performance-based upside.
n
Flexibility without losing the team environment
n
This is an office-led culture, but there is flexibility around start and finish times and family commitments.
n
Who Will Thrive Here?
n
You're already a capable Financial Adviser, but perhaps you're starting to feel limited by your current environment.
n
Not enough new clients. Too much administration. Or you're looking after a book without ever really getting the opportunity to build something yourself.
n
You'll be client-led, commercially minded and proactive, with the confidence to recognise an opportunity and convert it.

📌 Financial Advisor (New South Wales)
🏢 Stitch Partners
📍 New South Wales