Financial Adviser

Waratah Recruitment Partners; Sydney; Hybrid; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Discretionary bonus linked to client &

Dedicated paraplanning and admin...

Hybrid flexibility after a successful

Annual salary reviews and half-yearly

Access to market insights and industry

Job summary

Waratah Recruitment Partners is seeking a Financial Adviser to manage and grow relationships with high-net-worth clients within a leading Australian wealth management group. You will develop advice across structuring, investment strategies, and tax considerations, with a focus on accuracy and client outcomes.

The role involves meeting with clients and referral partners, delivering compliant advice, and collaborating with paraplanning and admin support.

Qualifications

• 1–4 years of experience as a Financial Adviser.
• Knowledge of SMSFs, trusts and companies, contribution and pension strategies, listed and unlisted investments.
• Experience with HNW, wholesale or business-owner clients is highly regarded.

Responsibilities

• Manage and grow relationships with HNW clients.
• Develop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategies.
• 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

Relationship management

Financial advice

Portfolio construction

HNW client experience

Job description

About the role

Join a top performing boutique wealth advisory business within a leading Australian wealth management group who manage complex, high-net-worth client portfolios, delivering tailored investment, superannuation, and tax strategies.

• Manage and grow relationships with HNW clients
• Develop advice across structuring, debt recycling, trust distributions, asset protection and wholesale tax and investment strategies
• 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 a Financial Adviser
• Sound working knowledge of SMSFs, trusts and companies, contribution and pension strategies, listed and unlisted investments
• Experience with HNW, wholesale or business-owner clients is highly regarded

Benefits

• Discretionary bonus linked to individual and business performance
• Dedicated paraplanning and administrative support so you can focus on advice
• Hybrid flexibility after a successful six-month probation
• Annual salary reviews and half-yearly performance appraisals
• Access to morning market briefings, industry insights and professional networking opportunities