Listed 2 weeks ago
Financial Adviser
Waratah Recruitment Partners
Apply
via careers-page.com
Financial Planning
- Location
- Sydney, NSW
- Type
- Full-time
About the role
About the role
Join a top performing boutique wealth advisory business within a leading Australian wealth management group who manage complex, high-net-worth client portfolios, delivering tailored investment, superannuation, and tax strategies.
- Manage and grow relationships with HNW clients
- Develop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategies
- Advise on wholesale investment strategies and portfolio construction
- Meet with existing clients, new business leads and referral partners
- Prepare detailed, compliant advice with a strong focus on accuracy and client outcomes
Skills & Experience
- 1–4 years of experience as a Financial Adviser
- Sound working knowledge of SMSFs, trusts and companies, contribution and pension strategies, listed and unlisted investments
- Experience with HNW, wholesale or business-owner clients is highly regarded
Benefits
- Discretionary bonus linked to individual and business performance
- Dedicated paraplanning and administrative support so you can focus on advice
- Hybrid flexibility after a successful six-month probation
- Annual salary reviews and half-yearly performance appraisals
- Access to morning market briefings, industry insights and professional networking opportunities
Apply
via careers-page.com
