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 responsibilities
Conduct regular annual and bi-annual reviews for an established portfolio of clients
Present strategic advice across superannuation, investment portfolios, retirement planning, and complex entity structures
Manage the end-to-end client renewal process, ensuring all Ongoing Fee Arrangements (OFAs) and compliance documentation are cleanly executed
Maintain accurate, high-quality file notes and complete necessary operational administrative updates within the CRM
About you




An experienced Financial Planner / Wealth Adviser with a clean compliance record and a proven history of managing client relationships autonomously
Fully compliant with current Australian qualified standards (relevant degree qualified and FASEA exam passed)
A strong communicator who can seamlessly pivot between high-touch in-person meetings and highly professional digital Zoom environments
Comfortable managing your own meeting preparation and basic CRM administration alongside paraplanning support
Competitive base salary commensurate with your experience
A highly collaborative, low-stress culture that explicitly prioritises professional autonomy over high-volume sales KPIs
Dedicated Paraplanning Support
True Hybrid Flexibility with 1–2 days working from home each week
A mix of face-to-face office reviews and digital Zoom/Teams consultations
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📌 Financial Planner (Wollongong)
🏢 Blue Chip Super
📍 Wollongong