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 recent 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