* Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment?
* Have you Finished Professional Year and looking to run a book of clients?
* Maybe 2 to 4+ years as an Adviser or supporting a senior adviser?
* Ideally someone with 3+ years experience in Financial Services Support
We have an outstanding opportunity for a Review Advisor / Newly Qualified Advisor to join a well-regarded boutique practice with a strong track record of client success. This role involves managing a substantial existing book of long-standing clients while continuing to deliver high-quality, personalised advice.
You'll step into a collaborative environment with excellent back-office support, allowing you to focus on strategic advice and deepening client relationships. The firm values integrity, transparency, and empowering clients to make informed financial decisions.
* Someone looking to run their own book of clients
* Build and Manage Client Portfolios
* Handle established client base, conduct reviews on investments, tax, superannuation, and wealth solutions.
* Develop Personalized Strategies
* Review and implement plans using market analysis and risk management expertise.
* Collaborate on Team Initiatives
* Work with advisors on advice delivery, case reviews, and client strategies.
* Stay Ahead in the Industry
* Research markets and regulations for innovative, compliant advice.
* Grow Your Expertise
* Receive mentoring and training for skill-building and senior role progression.
* Requirements, Recent financial planner qualification (e.g., CFP), basic advisory experience preferred; analytical and interpersonal skills.
What We're Looking For
* Have you Finished Professional Year and looking to run a book of clients?
* Maybe 2 to 4+ years as an Adviser or supporting a senior adviser?
* Ideally someone with 3+ years experience in Financial Services Support
Salary is dependent on experience, please send CV's to