An established financial planning practice with offices in Sydney and Wollongong is seeking a high-caliber Servicing Wealth Adviser to look after a premium, deeply loyal, and fully established book of clients.
Your mandate is to maintain trust, deliver brilliant advice, ensure seamless compliance, and mind the existing client base.Key responsibilitiesConduct regular annual and bi-annual reviews for an established portfolio of clientsPresent strategic advice across superannuation, investment portfolios, retirement planning, and complex entity structuresManage the end-to-end client renewal process, ensuring all Ongoing Fee Arrangements (OFAs) and compliance documentation are cleanly executedMaintain accurate,



high-quality file notes and complete necessary operational administrative updates within the CRMAbout youAn experienced Financial Planner / Wealth Adviser with a clean compliance record and a proven history of managing client relationships autonomouslyFully compliant with current Australian professional standards (relevant degree qualified and FASEA exam passed)A strong communicator who can seamlessly pivot between high-touch in-person meetings and highly qualified digital Zoom environmentsComfortable managing your own meeting preparation and basic CRM administration alongside paraplanning supportCompetitive base salary commensurate with your experienceA highly collaborative, low-stress culture that explicitly prioritises professional autonomy over high-volume sales KPIsDedicated Paraplanning SupportTrue Hybrid Flexibility with 1–2 days working from home each weekA mix of face-to-face office reviews and digital Zoom/Teams consultations
#J-*****-Ljbffr

📌 Financial Planner (Wollongong)
🏢 Blue Chip Super
📍 Wollongong