Financial Adviser

4 days ago

Sydney, New South Wales, Australia B & K Consulting Full time $80,000 - $120,000 per year

Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning, lending, and implementation teams work together to ensure the adviser's time is spent where it matters most.

As a Senior Financial Adviser, you will be responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients. The scope of advice may include:

  • Residential & Investment Lending
  • Personal & Business Insurance
  • Superannuation and Investment Strategies
  • Retirement Planning
  • Self-Managed Super Funds (SMSFs)
  • Budgeting and Cash Flow Management
  • Estate Planning
  • Tax Planning (in consultation with accounting partners)

Your client meetings will take place primarily in the office or via video, with occasional off-site meetings as required. You will be supported by a dedicated Associate Adviser and the broader teams, including Review Booking, Paraplanning, and Client Service & Implementation (CSI), ensuring you can focus on client relationships and strategic advice.

Responsibilities:
  • Deliver comprehensive financial advice in line with business service model
  • Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes
  • Build and maintain referral relationships with external professionals and business partners
  • Maintain detailed, compliant, and timely client records and file notes
  • Ensure all advice meets regulatory and compliance requirements
  • Meet individual KPIs as outlined in the Balanced Scorecard
  • Maintain up-to-date industry knowledge and complete all required CPD
  • Deliver an exceptional client experience, in line with high service standards

Success in this role looks like:
  • High levels of client satisfaction and retention
  • Achievement of advice production and engagement targets
  • Strong collaboration with internal teams to support end-to-end client outcomes
  • Active contribution to a positive team culture
  • Compliance with regulatory obligations

This is a business where you are very set up success but you'll need to bring a strong level of personal values and desire to add real value to your clients. The firm vales loyalty and will provide a very healthy and welcoming environment to work and excel in.

If this is an opportunity of interest, please contact John Molony ).

  • Financial Adviser

    2 days ago

    Sydney, New South Wales, Australia FINDEX Full time $80,000 - $150,000 per year

    Work with a well-established Sydney Wealth team and help shape the future of financial advice for our valued clients. Help share the future of financial advice.About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Findex Full time $90,000 - $120,000 per year

    About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you thrive on engaging with clients, building strong...

  • Financial Adviser

    4 days ago

    Sydney, New South Wales, Australia Findex Full time $120,000 - $180,000 per year

    About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you thrive on engaging with clients, building strong...

  • Financial Adviser

    4 days ago

    Sydney, New South Wales, Australia B & K Consulting Full time $90,000 - $120,000 per year

    Our client is a genuinely top tier 12 person boutique financial advisory firm which has a strong HNW and UHNW client base. This role works closely with the Senior Financial Advisers who "lead" client engagements and with team members to plan and coordinate the delivery of advice and services to clients of the firm. The suitable candidate will hold the...

  • Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $80,000 - $120,000 per year

    Private Wealth Adviser – Boutique Firm | Sydney CBD | Pathway to EquityStep into a pivotal role with an established, boutique wealth management firm – where trusted relationships, strategic advice, and a genuine pathway to equity define your future.The BusinessLocated in the heart of Sydney's CBD, this forward-thinking and fast-growing boutique firm...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Navigate Advisory Pty Ltd Full time $90,000 - $120,000 per year

    A great opportunity exists for a motivated and customer centric financial adviser to join our highly respected business and amazing team.You will have a proven record of integrity and professional excellence and you value making a meaningful difference to your client's lives.Who are weWe are a self-licenced, integrated financial services business,...

  • Financial Adviser

    8 hours ago

    Sydney, New South Wales, Australia Profusion PAC Pty Ltd Full time $100,000 - $150,000 per year

    Join a national advice group experiencing significant growth, with recent acquisitions expanding their footprint across Sydney, Melbourne, Newcastle, and regionally.  We are seeking an experienced Financial Adviser to join the Sydney office. You'll be supported by a dedicated team of paraplanners, client associates, admin and implementation staff, allowing...

  • Senior Financial Adviser

    4 days ago

    Sydney, New South Wales, Australia International Search Partners Full time

    With a strong presence across Australia, this reputable Financial Planning and Accounting practice specializes in providing comprehensive and complex strategic advice to a diverse client base. With locations in each state, the team provide tailored financial planning solutions to clients ranging from Wealth Creators to Business Owners with SMSF's.Due to an...

  • senior financial adviser

    2 days ago

    Sydney, New South Wales, Australia Private Advertiser Full time $120,000 - $180,000 per year

    The BusinessWe are a well-established boutique financial planning practice based in Sydney. With our own AFSL and with deep industry experience across planning and lending, we deliver a broad suite of integrated financial solutions tailored to the needs of each client.The OpportunityWorking from the Sydney CBD office within a dynamic business with a relaxed...

  • Financial Investment Adviser

    9 hours ago

    Sydney, New South Wales, Australia morgan young Full time $90,000 - $120,000 per year

    About Us: Our client specialises in financing property developments across Australia and New Zealand.About the Role: We are seeking a motivated and detail-oriented individual to join our Distribution team as a Financial Investment Adviser.Key Responsibilities: Support the delivery of compliant, high-quality financial advice to investors across multiple...