An outstanding opportunity has emerged for an experienced Senior Financial Adviser to join a highly respected boutique wholesale advisory firm. This role offers the chance to manage a select portfolio of high-net-worth family groups and family office clients, delivering highly bespoke wealth strategies while contributing to the firm’s operational leadership and strategic direction.

About the Firm

Our client is a specialist wholesale advice firm, dedicated to providing sophisticated, tailored financial solutions to high-net-worth individuals, multi-generational family groups, and family offices. The firm prides itself on a high-touch advisory model, leveraging deep technical expertise, strong operational infrastructure, and a collaborative team culture to deliver exceptional client outcomes.

The Role

This role blends strategic financial advice with business leadership, offering the opportunity to work closely with prominent HNW family groups and family offices while driving operational excellence.

Key Responsibilities:
🔹 Client Advisory & Relationship Management – Act as the primary adviser for a select group of HNW family groups, developing and delivering holistic financial strategies encompassing investment management, tax structuring, estate planning, and intergenerational wealth transfer.
🔹 Family Office Advisory – Provide sophisticated guidance on governance structures, succession planning, philanthropic strategies, and multi-generational wealth preservation.
🔹 Operational Oversight & Business Improvement – Implement AI-driven technology, streamline processes, and enhance efficiency to ensure the continued evolution of the firm’s service offering.
🔹 Leadership & Team Development – Mentor and develop junior advisers, client service professionals, and operational staff to foster a high-performance, client-centric culture.
🔹 Compliance & Risk Management – Oversee AFSL compliance, risk frameworks, and regulatory obligations, ensuring best practices are maintained at all levels.

Key Requirements

• 5+ years' experience in a boutique wholesale advisory or family office environment.
• Demonstrated expertise in advising HNW family groups and family offices, delivering complex, multi-faceted financial strategies.
• Strong technical knowledge of investment management, tax structures, estate planning, and family governance.
• Experience in managing AFSL compliance, risk frameworks, and regulatory requirements.
• Leadership capability with a track record of mentoring and developing teams.
• A forward-thinking mindset, with the ability to drive business efficiencies, innovation, and technology adoption.

What’s on Offer?

• Competitive remuneration package with a pathway to equity.
• Work within a firm renowned for its high-touch, personalised approach to family office and HNW wealth management.
• Flexible working arrangements to support work-life balance.
• A senior leadership role with significant scope to influence the firm’s strategic direction and growth.

For a confidential discussion, please apply now or contact:
0451 831 861