Are you an experienced Financial Planner looking for a role where you can focus on servicing and growing an existing client base?

Secure Wealth Advisers is an award-winning financial services business with multiple office locations across metro Sydney. Our team is diligent, supportive, and close-knit—we are passionate about delivering exceptional service to our clients.

Due to ongoing growth, we require an experienced adviser to work with an established client base. As part of our team, you’ll play a key role in ensuring a seamless client experience that fosters confidence and reassurance.

About the Role

We are seeking a qualified and experienced Financial Planner (ideally 3+ years) to provide strategic advice and outstanding service to our valued clients. This role is ideal for someone who thrives in a collaborative team and is looking to develop long-term relationships with an established portfolio while growing the client base over time.

Key Responsibilities

· Deliver comprehensive and strategic financial advice to an existing client base

· Build and maintain strong client relationships, with a focus on long-term financial success

· Work closely within a collaborative team environment to deliver exceptional service

· Grow the client base over time through high-quality service and referrals

What We Offer

· A stable, established client portfolio – with opportunities for growth

· A supportive and collaborative team – work with experienced professionals

· Competitive salary package – plus career development opportunities

· Flexibility across multiple office locations – Baulkham Hills & Sydney CBD

· Full client service support – including in-house paraplanning team

· Opportunity to bring over and integrate your own clients, with full support

About You

✔ 3-5 years+ experience as a Financial Planner
✔ Strong relationship management and client servicing skills
✔ Excellent communication and problem-solving abilities
✔ A team player who thrives in a collaborative environment
✔ Ability to travel regularly between Baulkham Hills and Sydney CBD

How to Apply

If you're looking for a rewarding career with a stable client base, full support, and room to grow, we'd love to hear from you!

📩 Apply now with your resume and cover letter to [email protected] or contact Fiona at 02-8850-5025 for more information.