Description

Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment?
Review Adviser role
We have an outstanding opportunity for a seasoned Financial Planner to join a well-regarded boutique practice with a strong track record of client success. This role involves managing a substantial existing book of long-standing clients while continuing to deliver high-quality, personalised advice.

You’ll step into a collaborative environment with excellent back-office support, allowing you to focus on strategic advice and deepening client relationships. The firm values integrity, transparency, and empowering clients to make informed financial decisions.

What You’ll Be Doing

Manage and service a large, well-established client base across diverse financial needs
Provide strategic advice on superannuation, investments, insurance, and retirement planning
Build deep, trusted relationships and proactively identify advice opportunities
Collaborate with experienced paraplanners and client service professionals
Contribute to internal development initiatives and mentor junior staff where appropriate
What We’re Looking For

5 to 10+ years’ experience as a Financial Adviser
Proven ability to manage a large client base while maintaining strong relationship quality
Relevant degree qualifications, Professional Year completed, and listed on the FAR
Exceptional interpersonal and communication skills
Professional, ethical, and client-centric advice approach

Salary is dependent on experience, please send CV's to [email protected]