About the role

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 strong 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 current 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.

📌 Financial Adviser (Sydney)
🏢 Bentley Recruitment
📍 Sydney