Financial Planner

1 week ago

Wembley Downs, Western Australia Coastline Private Wealth Full time

Financial Adviser – Boutique Wealth Advisory Firm

Location:
Wembley, Western Australia

Full-time or Part-time | Flexible Working Options | Client-focused Role

Are you a relationship driven Financial Adviser looking to join a boutique wealth advisory business dedicated to delivering high-quality advice that truly improves clients' lives.

About Us

We are a privately owned, growing advice firm that believes in genuine client relationships that leads to long-term client success.

Our approach is personal — we take the time to understand our clients and build strategies that align with their goals and values.

You will join a supportive environment where collaboration, professional development, and balance are genuinely encouraged.

The Opportunity

We are seeking a motivated
Financial Adviser
to provide professional advice to a small number of existing clients.

The role offers flexibility —
full-time or part-time
— and the autonomy to manage your clients with the backing of an experienced support team and systems.

Key Responsibilities:

  • Provide holistic financial advice across investments, superannuation, insurance, and retirement planning.
  • Build and maintain strong, long-term client relationships.
  • Develop tailored strategies aligned with client objectives.
  • Work collaboratively with our support and paraplanning team.
  • Ensure advice and compliance obligations are met.

About You

You are an adviser who genuinely cares about clients and values doing things the right way. You bring professionalism, empathy, and curiosity to every conversation.

Qualifications & Experience:

  • Relevant tertiary qualifications and
    Financial Adviser registration (ASIC)
    .
  • FASEA-approved
    or equivalent qualification.
  • Minimum 1
    years' experience
    providing advice.
  • Strong communication and relationship skills.
  • Commitment to client-first advice and compliance excellence.

What We Offer

  • Flexible working arrangements (part-time or full-time).
  • Established client relationships ready to take over.
  • Ongoing professional development.
  • No sales pressure, just quality advice.
  • 5 weeks annual leave

If you're looking to
grow your career in a client-centric firm
where integrity and personal connection matter, we'd love to hear from you.