Financial Advisor

Sydney CBD | Established Client Base | Adviser-Led RelationshipsWe are a well-established holistic financial advisory firm based in the Sydney CBD, providing advice across superannuation, retirement planning, insurance and broader wealth strategy.We are seeking an experienced Financial Planner who values long-term client relationships, high-quality advice and working within a clearly defined advisory framework. This role will suit someone who enjoys ownership, accountability and being the primary adviser for their clients.
About the RoleAs a Financial Planner in our advisory team, you will:Provide holistic financial advice across superannuation, retirement and insuranceManage and develop an existing book of clients, including risk clients transitioning toward broader financial planningSpend meaningful time speaking directly with clients and prospects (primarily via phone and virtual meetings) to build trust and identify advice needsConduct client meetings and deliver clear, compliant and practical adviceWork closely with our offshore administration and paraplanning team using established processes and communication rhythmsTake responsibility for advice quality, client outcomes and ongoing relationshipsParticipate in ongoing professional development and maintain compliance with regulatory requirements
This is a relationship-led advice role. While opportunities for growth exist, success comes from consistent adviser-led client engagement rather than high-pressure or transactional sales activity.
What We’re Looking ForYou will bring:A minimum of 4 years’ experience as a Financial PlannerThe minimum education and professional standards to practise as a Financial Adviser in Australia, including relevant qualifications and completion of the ASIC Financial Adviser ExamStrong verbal and written communication skillsConfidence building rapport with clients over the phone, via video and in personA structured and organised approach to advice delivery and time managementComfort working independently within agreed frameworks, processes and expectationsOpenness to feedback, learning and continuous improvementEmotional maturity and professionalism when working with clients and colleaguesExperience in client engagement, risk advice or introducing broader advice conversations will be advantageous. This role prioritises long-term relationships and advice quality over short-term sales outcomes.
What We OfferAn established client base with ongoing advice opportunitiesDedicated administration and paraplanning support through an offshore team, supported by clear workflows and processesClear advice frameworks and service standardsOngoing training, mentoring and professional developmentCompetitive remuneration aligned to experience and performanceA stable, professional environment focused on sustainable growth for both clients and advisers
What Success Looks Like in Your First 90 DaysIn your first three months, you can expect to:Become familiar with our advice framework, client segments and service standardsTake ownership of a defined group of existing clientsSpend regular time on the phone building rapport and understanding client needsEstablish effective working rhythms with our offshore support teamBegin identifying appropriate opportunities to introduce holistic financial planning conversationsParticipate in regular check-ins focused on alignment, support and performance
This Role May Not Be Right For You If:You are seeking a purely referral-driven or inbound advice roleYou prefer a highly transactional or high-pressure sales environmentYou are uncomfortable spending time on the phone building client relationshipsYou prefer to work without clearly defined processes or expectations
Next StepsIf you are an experienced Financial Planner who values quality advice, accountability and working in a professional, structured environment, we would like to hear from you.Please apply with your CV and a brief cover letter outlining your experience and why this role aligns with how you prefer to work.