Join a high-performing wealth advisory team managing complex, high-net-worth client portfolios. Deliver tailored investment, superannuation and tax strategies, backed by dedicated paraplanning and administrative support.
- Manage and grow relationships with HNW clients
- Develop tailored advice across investments, superannuation, tax, cash flow, gearing, debt recycling, SMSFs, trusts and companies
- Advise on wholesale investment strategies and portfolio construction
- Meet with existing clients, new business leads and referral partners
- Prepare detailed, compliant advice with a robust focus on accuracy and client outcomes
Skills & Experience
- 1–4 years of experience as an authorised financial adviser
- Sound knowledge of SMSFs, trusts and companies
- HNW, wholesale or business-owner client experience highly regarded
- Strong attention to detail
- Experience managing ongoing clients and onboarding new business
Benefits
- Discretionary bonus linked to individual and business performance
- Existing HNW client portfolio to manage
- Dedicated paraplanning and administrative support so you can focus on advice
- Hybrid flexibility after a successful six-month probation,
subject to performance and trust
- Annual salary reviews and half-yearly performance appraisals
- Access to market briefings, industry insights and professional networking opportunities
- Team lunches, monthly social catch-ups and Christmas celebrations
About the Company/Culture
Join a boutique wealth advisory business within a leading Australian wealth management group. The team supports affluent families and investors with tailored advice strategies.
The culture is collaborative, accountable and performance-driven, with a close-knit team that values resilience, client service and getting the details right. Work alongside experienced professionals in an open-plan CBD office, with access to broader market insights and industry connections.
How to apply
If you're interested please send your CV to Ben Sultmann at [email protected]
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
📌 Financial Adviser (Australia)
🏢 Bentley Recruitment
📍 Australia
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