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 professional advice to corporate, institutional and private clients across Australia.Join Our Team as a Financial Planner, Bell Potter Private WealthWe 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.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.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 ResponsibilitiesYour key responsibilities will include:Provide strategic financial advice aligned to client goalsBuild and maintain long-term,



trusted relationships with both investment advisers and their clientsIdentify opportunities to deepen client engagement and outcomesWork closely with local and inter-state based advisers, paraplanners and client services teamMaintain the highest standards of compliance and professionalismCommit to continuous self-improvement by expanding your technical expertise and fostering strong professional relationships.What We're Looking For:Experience as a Financial Planner within a professional advice firmRelevant business or commerce tertiary degreeStrong technical and strategic advice capabilitySelf starter with ability to work autonomouslyExcellent communication and relationship-building skillsSMSF experience.Why Join Us?
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 workplace.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