Financial Adviser Warm Client Base | Integrated Accounting Practice | Sutherland Shire
The Opportunity
A well-established accounting and advice practice on the Sutherland Shire is looking for a Financial Adviser to join a tight-knit team. Built over more than a decade on referrals and genuine client relationships, this is a practice with real depth and a loyal, growing client base.
This is not a hunting role. The work is there. They need the right person to step in, own their client relationships and grow with the business.
The Position
* Managing and growing a portfolio of warm, referred clients across accumulators, high net wealth individuals and intergenerational family groups
* Delivering comprehensive advice with mentorship from an experienced adviser
* Working closely with accountants within the same business on integrated client outcomes
About You
* Around 3 years experience as an adviser, on the register and client-facing
* Confident enough to run your own meetings and own your relationships
* The maturity and personality to connect across a diverse client base
* Someone who wants to put down roots in the Shire, not use it as a stepping stone
What You Can Expect
* A warm, established client base from day one
* Strong referral pipeline from a busy accounting practice next door
* A well-regarded licensee with genuine training and support
* A close-knit, collaborative team culture
* Flexibility, with part-time or four-day week considered for the right person
* Competitive renumeration, depending on experience
If this sounds like your next move, reach out for a confidential conversation.
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