Located in the heart of Malvern, our award-winning, self-licensed advisory firm is renowned for its commitment to delivering holistic financial advice tailored to the unique needs of our clients. We are now looking for an experienced Financial Advisor to join our growing team and manage a portfolio of High Net Worth (HNW) clients.

This is an exceptional opportunity for a driven professional who wants to work in a collaborative and dynamic environment with access to strong leadership, comprehensive back-office support, and the opportunity for significant career growth. If you’re passionate about providing strategic advice and making a lasting impact on your clients’ financial futures, we’d love to hear from you.

The Role:

• Take ownership of an established portfolio of HNW clients, delivering exceptional, tailored financial advice.
• Develop and implement comprehensive strategies across investments, tax, retirement, and estate planning.
• Partner closely with clients to understand their financial aspirations and offer expert, bespoke solutions.
• Work in close collaboration with a skilled team to deliver the best possible outcomes for clients.

The Ideal Candidate:

• 3-5 years of experience as a Financial Planner, with a deep understanding of holistic financial strategies.
• Expertise in managing complex strategies, including investments, trusts, and tax planning.
• FASEA qualified and committed to providing high-quality advice to clients.

What We Offer:

• The chance to work within a respected Private Wealth practice that boasts a proven track record of success.
• Competitive salary, with substantial performance-based bonuses.
• Flexible working options, including the ability to work from home one day per week.
• Clear career progression opportunities, with a focus on your professional development.
• A supportive, close-knit team, bolstered by experienced onshore support staff.
• A culture that fosters collaboration, innovation, and a forward-thinking mindset.

How to Apply:

If you are ready to take the next step in your career and join a business that truly invests in your growth, apply now or contact James directly at 0451 831 861 for more details. We look forward to hearing from you!