_{03rd September, 2026}

Join a large and growing private wealth firm with a strong national presence. This is a newly created opportunity for an experienced Financial Adviser to work closely alongside a Partner, supporting and developing relationships with a sophisticated HNW and UHNW client base.

The Opportunity

Over the next two years, you will work closely with the Partner to build strong client relationships, deepen your technical expertise and gain exposure to a highly valuable client portfolio. The long-term opportunity is to take ownership of these client relationships, providing an excellent pathway for career progression and establishing your own client base.

The Role

Your responsibilities will include:

• Supporting the Partner with ongoing client relationship management
• Developing strong, trusted relationships with HNW and UHNW clients
• Providing high-quality strategic financial advice, with a strong focus on investments
• Assisting with broader wealth management and client matters
• Preparing and presenting advice to clients
• Working closely with internal teams to ensure a seamless client experience
• Progressively taking greater ownership of client relationships and responsibilities

Skills & Experience

To be successful in this role, you will ideally have:

• 2+ years' experience in a client-facing Financial Adviser role
• Strong technical competence and sound financial planning knowledge
• High standards and exceptional attention to detail
• Strong commercial and business acumen
• Excellent communication and relationship management skills
• Professional presentation and a client-first approach
• A strong understanding of the financial advice compliance framework
• Broad knowledge of financial planning concepts, legislation and regulations
• The ambition to develop your career within a high-performing private wealth environment

The Opportunity

This is a rare opportunity for an ambitious Financial Adviser looking to take the next step in their career, gain exposure to an established HNW/UHNW client base and ultimately inherit a high-quality portfolio of clients.

If you are looking for a long-term career opportunity with genuine progression and the chance to work alongside an experienced Partner, we would love to hear from you.

If this sounds like you please apply via the link below or for a confidential discussion contact Chris Gordon on 0451 129 269

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