Senior Financial Adviser

9 hours ago

Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time
Overview

The practice focuses on retaining quality clients, building long-term relationships, and delivering personalised service. With a growing client base established over the past 13 years, they now require another adviser to serve this expanding portfolio.

You will be provided with an existing book of clients with no prospecting required and have direct access to a paraplanning team and support staff to help you deliver excellent advice.

Responsibilities
  • Work with clients whose needs span the full spectrum of financial advice, including: cashflow management, pre- and post-retirement planning, wealth accumulation, personal protection (insurance) needs, debt management, and aged care requirements.
Key Attributes & Experience
  • The role will suit a courteous, respectful, and outcome-oriented financial adviser with strong interpersonal and communication skills (both written and verbal) who can inspire clients to take action. Demonstrate consistency, earn client trust, and maintain a strong service and relationship-building ethos.
  • Professional, client-focused approach
  • Relevant degree in Financial Planning or related field (or currently completing)
  • Compliance with Treasury/ASIC education standards (or currently completing), including the Ethics Exam
  • Ability to work autonomously and as part of a team
  • Strong commitment to quality, compliance, and ethical business practices
  • High attention to detail and ability to meet critical deadlines
  • Excellent written and verbal communication skills
Additional Information
  • This role requires permanent residency.
  • Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
  • To apply please click apply or contact Bianca Loughran on +61 2 8289 3122 or bianca.loughran@robertwalters.com.au for a confidential discussion.
About the job
  • Contract Type: Permanent
  • Focus: Investment Management
  • Workplace Type: On-site
  • Experience Level: Senior Management
  • Location: Eastern Suburbs Sydney
  • Salary: Negotiable
  • Industry: Financial Services

Date posted: 14 August 2025

Consultant: Bianca Loughran


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