This boutique financial planning firm provides strategic, goal-focused advice across investments, tax and insurance. With a commitment to building and protecting wealth over the long term, they support individuals, families, business owners and institutions through tailored financial strategies. The team takes pride in offering a personalised, proactive approach that reflects each client’s unique circumstances and objectives and are currently seeking an Adviser who shares the same values to join their team.

This role focuses on strategic advice and client servicing. You will manage a portfolio of 60–90 clients (depending on complexity and experience), ensuring they receive the high level of service they expect. Full paraplanning and administration support will be provided.

A structured handover will transition clients from the existing Adviser who will focus on new business referrals. The New Business Advisers are highly motivated to pass clients to Servicing Advisers.

Skills and experience required:

4+ years as a Financial Planner providing holistic advice

Strong client servicing and relationship-building skills

Strong technical and strategic advisory expertise

Relevant degree and FASEA-approved qualification

SMSF experience and qualifications

Ability to work in a team and manage client outcomes

Strong time management skills to meet deadlines

This is a servicing-focused role with no new business targets.

The business understands the importance of a highly supportive and flexible culture, trusting its staff and providing autonomy when needed.

For a confidential discussion, please contact:

Kiera Brown
Director, FS Recruitment Solutions
0409 598 111
[email protected]