Description

Financial Adviser – Grow Your Career With Full Admin Support & a Clear Path to Equity + $200K OTE
The Business
We’re a well-established boutique financial planning practice based in Sydney, operating under our own AFSL. With deep expertise across financial planning and lending, we deliver fully integrated wealth solutions tailored to every client. Our reputation is built on genuine relationships, high-quality advice, and long-term outcomes.

The Opportunity
Join us in our Sydney CBD office and become part of a high-performing team that combines professionalism with a relaxed, supportive culture. You’ll step into a business that values your time, your expertise, and your ability to truly engage with clients.

We provide a holistic suite of services, including:

Superannuation
Retirement Planning
Investment
Risk Management
SMSF
Estate Planning
Lending Solutions
Accounting
Why This Role Is Different
We want you focused on what you do best — advising clients and building relationships — not drowning in admin. You will be backed by a deeply experienced operations engine, including:

Dedicated paraplanners preparing Statements of Advice and modelling
Client service specialists handling day-to-day administration and client queries
Associate advisers supporting meeting prep and follow-up
In-house accountants and lending experts to streamline complex advice strategies
This structure is designed to free up your time so you can deliver high-value advice and meaningful client engagement without the usual operational burden.

What We’re Looking For
We’re seeking a motivated and experienced Financial Adviser who:

Has at least 3 years of client-facing advisory experience
Demonstrates a strong track record of client-centric advice
Enjoys helping clients achieve full-picture financial outcomes
Wants more time with clients and less time on administration
Has confidence providing holistic, strategic advice across multiple areas
You’ll take on an existing, well-serviced book of clients, supported by multiple warm and reliable referral streams.

What’s In It For You
$200K+ OTE
A genuinely supportive and collaborative team
Flexibility to work from home part of the week
A clear pathway to equity for the right candidate
An attractive bonus model tied to performance and growth
The chance to work in a business that empowers advisers to focus on advice, not paperwork
How to Apply
Please submit your resume along with a cover letter outlining your qualifications and experience as a financial adviser. Applications without a cover letter will not be considered.