Financial Adviser

Bentley Recruitment; Sydney; Hybrid; AUD 85,000 - 130,000; Full time

Benefits offered by this job

Discretionary bonus

Existing HNW portfolio

Paraplanning support

Hybrid work after probation

Salary reviews

Industry insights

Team lunches & social events

Job summary

Bentley Recruitment in Sydney is seeking a skilled wealth adviser to join a high-performing team managing complex, high-net-worth client portfolios. You will deliver tailored investment, superannuation and tax strategies with strong paraplanning support and a focus on client outcomes.

The role involves meeting clients, onboarding new relationships, and developing strategies across SMSFs, trusts and companies. Hybrid flexibility after probation and growth opportunities are available.

Qualifications

• 1–4 years of experience as an authorised financial adviser.
• Sound knowledge of SMSFs, trusts and companies.
• HNW, wholesale or business-owner client experience is highly regarded.
• Strong attention to detail and accuracy in advice.
• Experience managing ongoing clients and onboarding new business.

Responsibilities

• Manage and grow relationships with HNW clients.
• Develop tailored advice across investments, superannuation, tax, cash flow, gearing, debt recycling, SMSFs, trusts and companies.
• Advise on wholesale investment strategies and portfolio construction.
• Meet with existing clients, new business leads and referral partners.
• Prepare detailed, compliant advice with a strong focus on accuracy and client outcomes.

Skills

Authorised financial adviser

Client relationship management

Attention to detail

Onboarding new clients

Job description

About the role

Join a high-performing wealth advisory team managing complex, high-net-worth client portfolios. Deliver tailored investment, superannuation and tax strategies, backed by dedicated paraplanning and administrative support.

• Manage and grow relationships with HNW clients
• Develop tailored advice across investments, superannuation,tax, cash flow, gearing, debt recycling, SMSFs, trusts and companies
• Advise on wholesale investment strategies and portfolio construction
• Meet with existing clients, new business leads and referral partners
• Prepare detailed, compliant advice with a strong focus on accuracy and client outcomes

Skills & Experience

• 1–4 years of experience as an authorised financial adviser
• Sound knowledge of SMSFs, trusts and companies
• HNW, wholesale or business-owner client experience highly regarded
• Strong attention to detail
• Experience managing ongoing clients and onboarding new business

Benefits

• Discretionary bonus linked to individual and business performance
• Existing HNW client portfolio to manage
• Dedicated paraplanning and administrative support so you can focus on advice
• Hybrid flexibility after a successful six-month probation, subject to performance and trust
• Annual salary reviews and half-yearly performance appraisals
• Access to market briefings, industry insights and professional networking opportunities
• Team lunches, monthly social catch-ups and Christmas celebrations

About the Company/Culture

Join a boutique wealth advisory business within a leading Australian wealth management group. The team supports affluent families and investors with tailored advice strategies.

The culture is collaborative, accountable and performance-driven, with a close-knit team that values resilience, client service and getting the details right. Work alongside experienced professionals in an open-plan CBD office, with access to broader market insights and industry connections.