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
Solid 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 team-oriented, 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 (Australia)
🏢 Bentley Recruitment
📍 Australia