The Business

This highly regarded financial advisory firm has built its reputation on delivering comprehensive advice and long-term care to a loyal client base of mid-to-high-net-worth individuals. With strong ties across the industry, the business is recognised for its professionalism, ethical standards, and deep commitment to client success.
The firm invests heavily in its people, systems, and culture—ensuring advisers are supported with seamless operations, collaborative teamwork, and an environment that prioritises both client outcomes and adviser growth.
The business is continuing to grow both organically and via acquisition and there are plenty of opportunities to develop professionally and have a voice at the leadership levels.

The Opportunity

This role is a rare chance for an experienced adviser to take ownership of an established client portfolio while enjoying full support from a dedicated operational team. You’ll have the freedom to deepen relationships, refine strategies, and provide high-quality advice without being weighed down by administration.
The position is well suited to a career adviser who values stability, client care, and long-term progression. Importantly, this firm also offers equity opportunities, providing the chance to grow not just your career but also your stake in the business.

The Role

• Build a deep understanding of client goals, needs, and risk profiles
• Deliver tailored financial advice that balances long-term strategies with immediate needs
• Manage regular client reviews and explore new opportunities to add value
• Maintain and grow relationships while supporting broader business development initiatives
• Represent the firm at industry events, seminars, and networking functions

About You

• 5+ years’ experience as a Financial Adviser
• Experience with complex advice highly regarded
• Strong technical knowledge with FASEA-approved qualifications
• Client-first mindset with the ability to foster long-term relationships
• Professional, commercially minded, and motivated to contribute to the growth of the firm
• Looking for a career-defining opportunity with stability, equity, and long-term potential

Why This Role?

• Take over an established client portfolio from day one
• Equity opportunities offering long-term wealth creation
• Clear pathways to leadership in a respected, supportive firm
• Competitive salary package and Norwest office presence

If you’re an adviser ready to combine stability, growth, and long-term ownership, we’d love to hear from you. Click the link to apply today.