The opportunity
A boutique private wealth firm is seeking a Senior Financial Advisor to take ownership of an established book of high-net-worth and professional clients. You will be the trusted point of contact across the full advice relationship, supported by a capable paraplanning and client-service team so your time stays focused on advice and relationships.
What you’ll do
- Manage and grow an existing portfolio of high-net-worth client relationships.
- Deliver holistic strategic advice across investments, superannuation, retirement and wealth protection.
- Prepare and present Statements of Advice, working closely with paraplanning support.
- Maintain full compliance with FASEA standards, Best Interests Duty and the firm’s advice framework.
- Identify referral and growth opportunities within the existing client base and professional networks.
What you’ll bring
- A current ASIC-approved degree and FASEA exam completion; you are a fully authorised adviser.
- Several years’ experience advising high-net-worth clients within a licensee or private wealth setting.
- Deep technical knowledge across investments, super, retirement and risk strategy.
- A genuine relationship-first approach and a reputation for trusted, compliant advice.
Why this role
- Inherit an established, loyal client book from day one.
- Lean, well-resourced team with strong paraplanning and admin support.
- Hybrid working and a clear pathway toward equity and practice leadership.
About the employer
Our client is a boutique private wealth firm with a long-standing reputation for considered, client-first advice. The team is small, senior and collaborative, with the resources to support advisers properly. Aussie Talent Group is partnering exclusively with the firm on this appointment.