Financial Adviser

Bentley; Sydney; Hybride; AUD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus

Hybrid work after probation

Annual salary reviews

Industry networking opportunities

Résumé du poste

Bentley is seeking a professionally minded financial adviser to join a high-performing wealth advisory team. You will manage complex, high-net-worth portfolios, deliver tailored investment, superannuation and tax strategies, and work with paraplanning and admin support.

This role focuses on building and maintaining client relationships, onboarding new business, and meeting with clients and referral partners.

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 highly regarded.
• Strong attention to detail.
• Experience managing ongoing clients and onboarding new business.

Responsabilités

• 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.

Connaissances

Authorised financial adviser

SMSFs & trusts expertise

HNW/Wholesale client experience

Attention to detail

Client onboarding

Description du poste

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

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.

For a full list ofsimilar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs