Private Client Adviser

2 weeks ago

Sydney, New South Wales, Australia Profusion Full time

The Opportunity
This is a rare opportunity to join a highly regarded advice division specialising in supporting women navigating divorce and separation. You'll step into a practice with a strong reputation, existing client referrals, and a supportive team culture, with the clear pathway to take on national leadership as the current Director transitions to retirement in the medium term.

The Company
Our client is a well-respected national wealth management firm with over 90 staff. Their growth has been structured and deliberate, underpinned by a proven investment methodology and a commitment to quality client outcomes. Within the firm, this specialist division is recognised for its empathetic, tailored approach, supporting clients through some of life's most significant transitions.

About The Role

  • Provide strategic and investment advice to clients referred through established professional networks.
  • Step into existing client relationships with ongoing support from the leadership team.
  • Work alongside a collaborative, values-driven team dedicated to delivering exceptional client care.
  • Progress into a succession role, with the opportunity to lead the division nationally.

About You

  • Degree qualified and/or post-graduate qualifications in financial planning.
  • Demonstrated experience delivering strategic and investment advice to private clients.
  • Strong communication skills with the ability to engage clients with empathy and confidence.
  • A collaborative style with the ability to foster referral relationships and build trust.
  • Motivated by both client impact and the opportunity to take on leadership responsibility.

Why Apply?
This is more than just a client adviser role — it's a succession opportunity in a specialist division that combines meaningful work with clear career progression. You'll be part of a close-knit, professional team making a tangible difference for clients, while positioning yourself to lead nationally in the medium term.

What Next?
Please reach out to Ric for a confidential conversation or apply for this role.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

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