Financial Adviser Opportunity with International Exposure

PX Wealth is seeking a qualified and experienced Financial Adviser to join our growing Australian team.

This is a newly created position arising from continued growth, offering the opportunity to build on your Australian financial planning experience while gaining exposure to specialist international and cross-border advice.

PX Wealth, also trading internationally as PX Pension Exchange/PX Advisory, is an established financial planning and wealth management business with offices in Melbourne and London. We are now in our 25th year of operations.

Our Australian business holds its own AFSL and provides advice across superannuation, SMSFs, investments, wealth creation and retirement planning. Internationally, we have particular expertise in cross-border financial planning and are one of the leading specialists in UK–Australia pension transfers and associated financial advice.

The Role

You will work with an established and growing client base, providing strategic advice across:

- Superannuation and retirement planning
- SMSFs
- Investment and wealth planning
- Retirement income strategies
- International and expatriate financial planning
- UK and international pension matters The role combines managing and developing existing client relationships with converting new client opportunities generated through PX Wealth's marketing and referral activities.

There is a business development component to the position, and we are looking for an Adviser who is comfortable converting prospective clients and contributing to the continued growth of the business. However, this is not a cold-calling role. Prospective client and marketing leads will predominantly be generated and provided by PX Wealth.

What a Typical Week Might Include

- Meeting existing clients and conducting strategic and annual reviews
- Meeting prospective clients generated through our marketing, referral and business development activities
- Understanding clients' objectives, financial position and longer-term goals
- Developing and presenting appropriate financial strategies
- Converting prospective clients into ongoing advice relationships
- Providing advice across superannuation, SMSFs, investments and retirement planning




- Working with our technical and operational teams through advice preparation and implementation
- Collaborating with our Director and actuarial team on more complex client strategies
- Developing your knowledge of UK pensions and international financial planning
- Working with colleagues in our Melbourne and London offices on cross-border client matters
- Maintaining high standards of advice, compliance and client service
- Identifying opportunities to deepen existing client relationships and develop referral opportunities

Develop International Expertise

Specialist internal training will be provided, and you will work closely with our Director, actuarial team and experienced colleagues in Australia and the UK.

In addition to undertaking local financial planning, over time, you will have the opportunity to develop expertise in an area of financial planning that relatively few Australian advisers have exposure to – advising clients whose pensions, superannuation, investments and financial interests span multiple jurisdictions.

At the same time, you will continue to develop your Australian financial planning expertise across superannuation, SMSFs, investments, wealth creation and retirement planning.

What We're Looking For

We are looking for someone who:

- Is a qualified Australian Financial Adviser who meets the professional and regulatory requirements to provide personal financial advice in Australia
- Ideally has 3+ years' experience working as a Financial Adviser
- Has strong technical knowledge of superannuation, investments and retirement planning
- Has a good level of SMSF knowledge and practical experience advising SMSF clients
- Has excellent written and verbal communication skills
- Enjoys building strong, long-term relationships with clients
- Is comfortable meeting prospective clients and converting appropriate opportunities into advice relationships
- Has a commercial mindset and is willing to contribute to business development and growth




- Is confident dealing with clients with more complex financial circumstances
- Has strong organisational and time-management skills
- Demonstrates high professional and ethical standards
- Works well as part of a collaborative team
- Is interested in developing specialist expertise in international and cross-border financial planning

Experience advising expatriates or clients with international pensions or assets would be highly regarded, but is not essential.

Why Join PX Wealth?

This is an opportunity to build on your Australian financial planning career while developing genuine international expertise.

We offer

- An established and growing client base
- A newly created position arising from business growth
- Marketing and prospective client opportunities generated by the business
- Comprehensive operational, administrative and technical support
- Direct access to and the opportunity to work closely with our Director and actuarial team
- Specialist internal training in UK pensions and international financial planning
- The opportunity to develop valuable cross-border advice expertise
- Exposure to Australian, expatriate and international clients
- Collaboration with colleagues in Melbourne and London
- The opportunity to work within an Australian business holding its own AFSL
- A close-knit environment where you can have a meaningful impact on the development and growth of the business
- Potential for hybrid working once established in the role

Location & Working Arrangements The position is full-time and initially fully office-based at our Hawthorn East, Melbourne office.

We believe this is important while the successful Adviser gets to know our clients, team, systems and specialist international offering.

Once established in the role, there may be the opportunity to move to a hybrid working arrangement.

Interested?

If you're a qualified and experienced Financial Adviser looking for your next career move and would like to combine Australian wealth advice with international exposure and the chance to develop specialist cross-border expertise, we'd like to hear from you.

Apply through LinkedIn with your CV and a brief introduction outlining your experience and what interests you about joining PX Wealth.

📌 Financial Planner (International Exposure) - Hawthorn East, Melbourne
🏢 PX Wealth
📍 Melbourne