The Company:

Our clients are a leading Private Wealth Management advice in Canberra CBD with multiple offices nationally. They are focused on delivering sophisticated, personalised wealth management solutions to high-net-worth individuals, family offices, and business owners. Our clients have strong back-office support (Associate + Paraplanner) for each adviser and offers deep technical advice, a collaborative team culture, and a high-touch client service model.

Role Overview:

We are seeking a Financial Adviser to manage a book of clients as our clients are currently experiencing growth and overflow of referrals. This role will be to look after existing clients and new referrals that come through. There is no expectation to cold call and self-generate leads.

We are open to considering both junior and senior advisers for this position.

Key Responsibilities:

• Act as the primary relationship manager for a book of family groups, delivering bespoke wealth strategies.
• Develop and implement holistic financial plans, including investment, estate planning, tax structuring, and intergenerational wealth transfer.
• Conduct client meetings, presentations, and strategy reviews with a personalised, proactive approach.
• Ensure compliance with ASIC and AFSL wholesale advice regulations while maintaining high standards of client service.

Key Skills & Experience

• Minimum 2+ years’ experience in a boutique financial planning firm
• Must be an Authorised Representative on the ASIC Register
• Proven ability to manage sophisticated HNW family groups and deliver complex financial strategies
• Strong client centric approach and ability to build relationships with key referral partners
• Great team player

Please Apply for a confidential conversation or email [email protected] your resume.