Job Description

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Bell Potter Securities Limited is a market leading stockbroking and financial advisory firm that is part of the listed Bell Financial Group (ASX:BFG). We offer high quality skilled advice to corporate, institutional and private clients across Australia.

Join Our Team as a Financial Planner, Bell Potter Private Wealth n

We are seeking an experienced Financial Planner to join the Bell Potter Private Wealth team's expansion into Sydney. This role focuses on delivering high-quality, non-investment financial advice to stockbrokers, private wealth advisers and their clients.

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Based in our Sydney office, you will operate as the sole non-investment client adviser, acting as both a technical specialist and product champion. While working autonomously, you will be supported by a Melbourne-based paraplanning and administrative team, enabling you to focus on delivering expert advice and building strong client relationships.

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This is a rare opportunity to take full ownership of a newly established role, using your initiative and drive to make a meaningful impact.

Primary Responsibilities n

Your key responsibilities will include:

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- Provide strategic financial advice aligned to client goals
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- Build and maintain long-term, trusted relationships with both investment advisers and their clients
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- Identify opportunities to deepen client engagement and outcomes
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- Work closely with local and inter-state based advisers, paraplanners and client services team
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- Maintain the highest standards of compliance and professionalism
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- Commit to continuous self-improvement by expanding your technical expertise and fostering strong professional relationships.
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What We’re Looking For: nn
- Experience as a Financial Planner within a professional advice firm
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- Relevant business or commerce tertiary degree
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- Strong technical and strategic advice capability
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- Self starter with ability to work autonomously
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- Excellent communication and relationship-building skills
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- SMSF experience.
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Why Join Us? n

At Bell Potter Securities Limited, you will be part of a dynamic team that values expertise, innovation, and professional growth. This is your chance to make a significant impact and advance your career in a supportive and thriving environment.

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If you have the superannuation and financial planning knowledge and experience, the ability to make this role your own, build relationships, be a product and service champion, we want to hear from you!

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📌 Financial Planner, Bell Potter Private Wealth (Sydney)
🏢 Bell Potter Securities
📍 Sydney