Join one of Melbourne’s most respected private wealth firms, renowned for its personalised advice, enduring client relationships and commitment to excellence. This is a rare opportunity to work alongside leading Financial Advisers supporting a sophisticated client base that includes high-net-worth individuals, wholesale investors and philanthropic organisations.

This newly created role is designed to support a gradual transition of client management responsibilities from the Managing Director. You’ll be licensed immediately and entrusted with building relationships and delivering advice to approximately 40 high-net-worth clients over time, with full support from the broader team.

You’ll be backed by experienced Client Services Administrators and benefit from outsourced paraplanning support (limited due to the wholesale nature of the client base), allowing you to focus on strategic advice delivery and meaningful client engagement.

Key Responsibilities

Strategic Adviser Support & Client Transition

Partner with the Managing Director to gradually assume responsibility for a select group of HNW clients

Participate in client meetings as a second chair to build rapport, contribute to discussions, and support seamless advice delivery

Progressively take the lead in client meetings, presenting strategic advice and managing relationships with confidence and care

Deliver high-quality outcomes across investment, insurance and estate planning strategies

Prepare tailored documentation for client reviews, advice presentations and implementation

Capture and action meeting outcomes, ensuring timely follow-through and professional communication

Liaise with accountants, lawyers and other stakeholders to coordinate advice execution

Manage Adviser schedules and support seamless client engagement

Operational Excellence & Innovation

Contribute to process improvement initiatives and template development

Identify opportunities to enhance client service and operational efficiency

Support firm-wide goals across client satisfaction, compliance and team collaboration

What’s on Offer

Immediate licensing and a clear pathway to managing a high-value client portfolio

Exposure to complex advice strategies and sophisticated investment structures

Mentorship from senior Advisers, with opportunities to attend client meetings and industry events

Support from senior Client Services Administrators and outsourced paraplanning resources

Hybrid working arrangements post-probation (2 days WFH, flexible start times)

A collaborative, modern office in South Yarra with excellent transport links

A culture that values integrity, precision and long-term relationships

This role suits someone who thrives in a high-performing environment, enjoys working closely with senior professionals, and takes pride in delivering exceptional service. If you’re looking to deepen your career in private wealth and be recognised for your contribution, we’d love to hear from you.

Kiera Brown
Director, FS Recruitment
kbrown @fsrecruit.com.au
0409 598 111