The Opportunity This is a rare opportunity to join a highly regarded advice division specialising in supporting women navigating divorce and separation.
You'll step into a practice with a strong reputation, existing client referrals, and a supportive team culture, with the clear pathway to take on national leadership as the current Director transitions to retirement in the medium term.
The Company Our client is a well-respected national wealth management firm with over 90 staff.
Their growth has been structured and deliberate, underpinned by a proven investment methodology and a commitment to quality client outcomes.
Within the firm, this specialist division is recognised for its empathetic, tailored approach, supporting clients through some of life's most significant transitions.
About the Role Provide strategic and investment advice to clients referred through established professional networks.
Step into existing client relationships with ongoing support from the leadership team.
Work alongside a collaborative, values-driven team dedicated to delivering exceptional client care.
Progress into a succession role, with the opportunity to lead the division nationally.
About You Degree qualified and/or post-graduate qualifications in financial planning.
Demonstrated experience delivering strategic and investment advice to private clients.
Strong communication skills with the ability to engage clients with empathy and confidence.
A collaborative style with the ability to foster referral relationships and build trust.
Motivated by both client impact and the opportunity to take on leadership responsibility.
Why Apply?
This is more than just a client adviser role — it's a succession opportunity in a specialist division that combines meaningful work with clear career progression.
You'll be part of a close-knit, professional team making a tangible difference for clients, while positioning yourself to lead nationally in the medium term.
What Next?
Please reach out to Ric for a confidential conversation or apply for this role.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.