Senior Financial Adviser

2 weeks 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


#J-18808-Ljbffr

  • Senior Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia International Search Partners Full time $120,000 - $180,000 per year

    With a strong presence across Australia, this reputable Financial Planning and Accounting practice specializes in providing comprehensive and complex strategic advice to High Networth and Wholesale clients. With locations across most Capital Cities, the team provide tailored financial planning solutions to individual clients, business owners, NFP...

  • Senior Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia Rest Full time

    OverviewRest is one of Australia's largest profit-to-member superannuation funds. Established in 1988, Rest supports nearly two million members with around $86 billion of funds under management and is recognised as a responsible investment leader. We believe when members understand and engage with their super, they're more likely to get a better retirement...

  • Senior Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia Rest Full time

    OverviewRest is one of Australia's largest profit-to-member superannuation funds. Established in 1988, Rest supports nearly two million members with around $86 billion of funds under management and is recognised as a responsible investment leader. We believe when members understand and engage with their super, they're more likely to get a better retirement...

  • Associate Adviser

    1 week ago

    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Associate Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Prime Financial Group Full time

    People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia The Andersen Partnership Full time

    Working From Home- Established book of clients ready to maintain- Working with renowned Senior AdvisersFinancial Adviser (Servicing)Excellent opportunity to join a boutique firm with an established book of clients. You will be working with some Senior Advisers who have extensive experience within the industry to lean on. This opportunity would suit someone...

  • Associate Adviser

    2 weeks ago

    Sydney, New South Wales, Australia First Financial Full time $80,000 - $120,000 per year

    About the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser, you are a main contact point for clients and are a support in the preparation of...

  • Senior Financial Adviser

    2 weeks 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...

  • Senior Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Robert Walters Australia Full time

    OverviewThe 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...

  • Senior Financial Adviser

    2 weeks ago

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

    OverviewThe 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...