_{10th July, 2026}

Our client is a boutique financial advisory firm built on long-term relationships, delivering high quality strategies. With nearly two decades of success, they are committed to simplifying complex financial strategies for their varied base of clients. They focus on high-quality delivery, providing their advisers with paraplanning and administrative support, allowing you to focus on what you do best - building relationships and delivering strategy.

The role

• Client Advice & Strategy: Deliver tailored and holistic advice across all areas of financial planning.
• Client Management: Nurture and manage an existing client base, ensuring ongoing engagement, regular reviews, and retention.
• Business Growth: Proactively identify new opportunities within the existing client base as  well as  referral networks to expand the advice function and support long term growth of the advice practice.
• Advice Delivery: Oversee and in conjunction with  your adviser support team, prepare and present, compliant and high-quality Statements of Advice (SOAs) and Records of Advice (ROAs)

The Person

Due to ongoing business growth, this newly created role, has been designed to suit passionate and professional advisers who are looking to develop and grow their advice journey. This will suit those who value depth over volume, take ownership of client outcomes and enjoy collaborating with a great team.
We would welcome candidates who fit one of the three following profiles to apply:

• The Senior Financial Adviser: You are a highly experienced professional, potentially looking to transition your own client base into a larger practice that offers support, operational efficiency, and a clear path to equity.
• The Established Financial Adviser: You possess strong technical capabilities and solid experience managing holistic advice. You are confident taking over some existing clients and leveraging your networking skills to convert new business.
• The Emerging Financial Adviser: You have successfully completed your Professional Year (PY) and are ready to step into a broader advice role. You are ambitious, and eager to fast-track your career within a structured, growth-focused environment.

What our client values

• A strong work ethic and accountability for client outcomes
• A genuine passion for financial advice and the difference it makes
• The ability to work collaboratively and contribute to a team
• High attention to detail and commitment to quality
• A growth mindset and desire to continually improve

Qualifications & Skills

• Education: Compliant FASEA qualifications
• Registration: Must have financial planning experience and currently listed on the Financial Advisers Register (FAR)
• Systems: MS Office skills. Experience utilising Adviser Logic is highly regarded.
• Attributes: Growth oriented, passionate, proactive, possess exceptional relationship building skills and attention to detail.

Rewards & Benefits

• Competitive Base Salary: Commensurate with your level of experience plus statutory superannuation.
• Performance Bonus: An attractive bonus structure tied to a balanced scorecard.

Equity & Longevity: Our client is looking for a professional seeking a long-term "home". For the right person, a genuine path to equity is on offer.If you are a driven adviser looking to elevate your career within a great team, in a beautiful Northern Beaches location, we’d love hear from you.

Please forward your resume to Deepa Surti.
  

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