We’re recruiting on behalf of a boutique financial advisory firm with a strong reputation and national backing. This is a rare opportunity to step into a warm client base, take ownership of advice delivery, and potentially secure equity in a growing firm.

About the Firm This privately owned firm delivers tailored advice to a sophisticated client base, including professionals, executives, and expatriates. With offices in Melbourne and Sydney, they offer bespoke solutions across wealth creation, retirement planning, superannuation, and more.

The founding Director is transitioning into a business development role and is seeking a capable, client-focused Financial Planner to lead advice delivery.

Who This Suits This opportunity is ideal for:

An Associate Advisor who has completed their Professional Year and is ready to take the next step into a full advisory role

An experienced Financial Planner who prefers servicing clients and delivering high-quality advice, rather than chasing new business

The Opportunity This is not a cold-start role. You’ll be introduced to new referrals and existing clients by the Director, ensuring immediate engagement and continuity. You’ll manage the full advice process, supported by a collaborative team and the resources of a national financial group.

Key Benefits

Warm referrals and existing client relationships

Potential for equity in the firm for the right candidate

Financial backing from a large national firm, providing scale and stability

Clear pathway to leadership and long-term career growth

Prime CBD location with flexible work arrangements

Responsibilities

Deliver strategic, personalised financial advice

Build and maintain strong client relationships

Collaborate with the Director on business development and growth initiatives

Ensure compliance and uphold the firm’s high standards of service

Candidate Profile

Minimum 3+ years’ experience as a Financial Planner, or Associate with completion of Professional Year

Relevant qualifications (DFP, AFP, CFP or equivalent)

Strong communication and relationship-building skills

Strategic thinker with an entrepreneurial mindset

Passion for delivering client-first advice and growing with the firm

Apply Now If you’re ready to take the next step in your career—or looking for a role where you can focus on what you do best: serving clients—this could be the opportunity you’ve been waiting for. Apply now or reach out for a confidential discussion.

Kiera Brown

[email protected]

0409 598 111