Our client is a dynamic and client-focused national bank dedicated to helping HNW individuals and families achieve their financial goals. With a strong reputation for holistic advice and a supportive team culture, we’re expanding and looking for a passionate Financial Adviser to join them.

Your Role

As a Financial Adviser, you’ll be responsible for delivering tailored financial advice to a high net worth client base. You’ll take over an existing book of clients and focus on building long-term relationships, not chasing leads.

Key Responsibilities

• Provide comprehensive financial advice across investments, superannuation, insurance, and retirement planning.
• Conduct client meetings and develop personalised financial strategies.
• Maintain compliance with industry regulations and internal standards.
• Collaborate with paraplanners and support staff to ensure seamless client service.

What We’re Looking For

• RG146 compliant with relevant qualifications in financial planning.
• Minimum 2 years of experience in a financial advisory role.
• Strong interpersonal and communication skills.
• Tech-savvy and comfortable using financial planning software.
• A genuine passion for helping clients achieve financial wellbeing.

What We Offer

• Warm client base ready for engagement.
• Flexible working arrangements (hybrid model).
• Ongoing professional development and mentoring.
• Fun, collaborative team environment.