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Senior financial planner (hybrid)

Sydney
Ally Wealth Management Pty
Planner
Posted: 4 June
Offer description

At Ally Wealth, we've designed a model that allows experienced Advisers to focus on what actually drives results - client relationships and quality advice.

Our environment is built around removing inefficiencies and building a team of high achieving individuals.

Consistent inbound clients, no cold prospecting

Full paraplanning and admin support

Clear pathway for income growth

Flat, collaborative team structure

Ongoing investment in systems and innovation

The role

You will be responsible for onboarding high quality inbound clients, delivering strategic advice, and building long term relationships.

Our client base includes Australian expats and professionals with complex needs, allowing you to focus on meaningful, high value advice rather than volume.

This is a high touch, low volume model where your time is spent advising, not chasing or processing. The role will be based in Perth or Sydney with the opportunity for hybrid work.

About Ally Wealth

We are a boutique advisory firm working with clients across Australia and globally, providing holistic advice across

* Superannuation
* Investments
* Insurance
* Tax and structuring
* Departing and Returning to Australia

Our broader group includes Ally Property and Ally Home Loans, giving Advisers access to a more complete client solution.

What we're looking for

* Proven experience as a Financial Adviser in Australia
* Relevant degree, FASEA qualified and RG146 compliant
* Strong understanding of compliance and advice frameworks
* Ability to build and manage client relationships
* Experience working with professional or high net worth clients
* Proven ability to convert and onboard new clients
* An existing client base is beneficial but not essential.

Remuneration and benefits

* Scalable revenue share model with strong earning potential
* Full support across paraplanning, admin and marketing
* Hybrid working flexibility
* Clear pathway to equity participation for the right candidate

Why this role stands out

You are stepping into a business with strong inbound demand, structured support, and a clear growth model.

If you are looking to operate at a higher level, within a modern advice business built for long term success, this is a genuine opportunity.

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