Located in the prestigious area of Malvern, our award-winning, self-licensed advisory firm is widely recognized for its commitment to delivering bespoke, holistic financial advice tailored to the unique needs of each client. We are currently seeking an experienced Financial Advisor to join our expanding team, managing a portfolio of High Net Worth (HNW) clients.

This is a unique opportunity for a highly motivated professional looking to advance their career in a collaborative and forward-thinking environment. Our firm provides exceptional leadership, comprehensive back-office support, and a clear path for career progression. If you are passionate about providing strategic, impactful financial advice and want to make a lasting difference in your clients' financial futures, we invite you to apply.

Key Responsibilities:

- Assume responsibility for a well-established portfolio of HNW clients, delivering personalized and high-quality financial advice.

- Design and implement sophisticated strategies across investments, tax planning, retirement, and estate planning.

- Cultivate strong, long-term relationships with clients by understanding their financial goals and providing expert, tailored solutions.

- Collaborate closely with a highly skilled team to ensure optimal outcomes for clients and contribute to the growth of the business.

The Ideal Candidate:

- 3-5 years of experience as a Financial Planner, with a strong foundation in holistic financial strategies.

- Expertise in managing complex financial strategies, including investments, trusts, and tax planning.

- FASEA qualified, with a commitment to providing high-quality, client-centric financial advice.

- Strong interpersonal and communication skills, with the ability to build lasting relationships and trust with clients.

What We Offer:

- An opportunity to work within a prestigious Private Wealth practice with a proven track record of success.

- A competitive salary with substantial performance-based bonuses.

- Flexible working arrangements, including the option to work from home one day per week.

- Clear career progression and professional development support.

- A supportive and collaborative team environment, enhanced by experienced onshore support staff.

- A culture of innovation, teamwork, and a forward-looking approach to wealth management.

How to Apply:

If you are ready to take the next step in your career with a firm that truly invests in your development and success, we encourage you to apply now. For more information, please contact James directly at 0451 831 861. We look forward to hearing from you.