Financial Advisor/Planner

4 days ago

Sydney, New South Wales, Australia Salexo Consulting Full time $80,000 - $180,000 per year

The Company

Our client is a boutique wealth management firm that takes a genuine, people-first approach to financial advice. They work closely with clients to understand their goals — whether that's building wealth, protecting their family, or planning for retirement — and create tailored strategies that make sense for real life.

The business has built a strong reputation for being open, transparent, and easy to work with. There's no corporate fluff or jargon here — just straightforward, quality advice backed by experience.

You'd be joining a close-knit, supportive team where everyone chips in and looks after each other. Advisers are given the autonomy to build lasting client relationships, backed by great systems, admin support, and a leadership team that genuinely invests in their growth.

Key Responsibilities

  • Conduct client meetings to understand goals, risk tolerance, and financial needs.
  • Develop tailored strategies across Taxation, Superannuation, Insurance, and Investments.
  • Maintain compliant, accurate client records and meet performance KPIs.
  • Manage and grow an existing HNW client base while supporting new business growth.
  • Collaborate with referral partners and internal teams to expand the Wealth division.
  • Work closely with the Client Services Manager and Senior Planner to deliver seamless advice.
  • Contribute to team tasks and uphold education and compliance requirements.

Requirements

  • Bachelor's degree in Financial Planning, Finance, or related field.
  • FASEA compliant (CFP highly regarded).
  • Minimum 3 years' experience as a Financial Adviser in Australia.
  • Strong knowledge of superannuation, insurance, tax, and investment products.
  • Skilled in financial planning software (e.g., Xplan, MYOB).
  • Excellent communication, relationship management, and attention to detail.
  • Team-oriented with integrity, professionalism, and a client-first mindset.
  • Current driver's licence and unrestricted Australian work rights.
  • RG146 compliant or able to obtain within agreed timeframe.

Salary and Benefits

Base $100k-150k | Super | Bonus

  • Competitive Salary Package, Negotiable based on Experience
  • Established client base with consistent referral leads.
  • Supportive, collaborative team culture with full back-office support.
  • Flexible working options and professional development opportunities.

APPLICATION

Apply by clicking the link below. Please apply by sending your resume in word format to Alternatively you can call me on for a completely confidential discussion.

Salexo Consulting is a specialist sales recruitment agency.  Currently we have over 200 vacancies on our books. So if this role doesn't suit please call or apply to find out more about our other live vacancies. Thank You

NB: All candidates that meet our client's shortlist will be contacted within 2 business days.

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