Financial Adviser | Step Into a Warm Book + Drive Innovation & Growth
With a reputation for edgy, high-impact financial adviceand a values-driven client experience, our expanding wealth firm is growing—and we're ready to welcome an experienced, ethical, and innovative Financial Adviserto our powerhouse team.
This is a rare opportunity to step into a warm book of loyal clients, backed by a high-performance support crew, and thrive in an environment where autonomy, system efficiency, client relationships, and creative problem-solving are prized above all.
We're not just looking for another adviser. We want a strategic thinkerwho's hungry to make our systems smarter, our performance sharper, and our client experience second to none.
What's in it for you?
* £110,000 – £160,000 + super + performance bonus(based on experience & capability)
* Leading REM structure– clear KPIs, transparent bonus model
* Flexible working– hybrid options available
* A boutique, high-energy firm with a thriving referral network
* Full support from a 12+ person teamof experienced paraplanners and CSOs
* Dynamic organisational rhythm– targeted training, high-performance coaching
* Autonomy to run your own race with the backing of a rock-solid team
* Fast-track your career with mentorship, CPD support, and direct input into business strategy
What you'll be doing
* Delivering high-quality, holistic financial advicealigned to client goals
* Managing and expanding an existing, loyal client base
* Advising across superannuation, retirement, insurance, estate planning, and investments
* Proactively strengthening long-term relationships with clients and referral partners
* Driving new client acquisitionthrough strategic networking, innovation, and lead conversion
* Contributing to the continuous improvementof our tech stack, advice process, and internal systems
* Maintaining full compliance while always putting the client first
What we're looking for
* Relevant qualifications (FASEA-approved degree or equivalent)
* ASIC Authorised Representative (existing client base a bonus)
* Minimum 2+ years' experienceas a Financial Adviser in Australia
* A relationship builder with exceptional communication skills
* Commercially savvy with a client-first mindset and sharp attention to detail
* A self-starter who thrives in fast-paced, collaborative environments
* Innovative thinking– you challenge the norm and seek ways to do things better
Ready to Build Something Bigger?
If you're ready to step into a career-defining rolewhere you'll have ownership, innovation runway, and a warm book of high-trust clients, then this is your moment.
#J-18808-Ljbffr