Financial Planner, Bell Potter Private Wealth

Bell Potter Securities; Sydney; On-site; AUD 100,000 - 140,000; Full time

Job summary

Bell Potter Securities Limited in Sydney seeks an experienced Financial Planner to join Bell Potter Private Wealth. You will deliver high-quality, non-investment financial advice to stockbrokers, private wealth advisers and clients, acting as a technical specialist and product champion.

Based in the Sydney office and supported by a Melbourne paraplanning team, you will work autonomously, build lasting client relationships, ensure compliance, and take ownership of a newly established role.

Qualifications

• Experience as a Financial Planner within a professional advice firm.
• Relevant business or commerce tertiary degree.
• Strong technical and strategic advice capability.
• Self-starter with ability to work autonomously.
• Excellent communication and relationship-building skills.
• SMSF experience.

Responsibilities

• Provide strategic financial advice aligned to client goals.
• Build and maintain long-term, trusted relationships with both investment advisers and their clients.
• Identify opportunities to deepen client engagement and outcomes.
• Work closely with local and inter-state based advisers, paraplanners and client services team.
• Maintain the highest standards of compliance and professionalism.
• Commit to continuous self-improvement by expanding your technical expertise and fostering strong professional relationships.

Skills

Financial planning

Client relationship management

Autonomous work

SMSF experience

Education

Business or commerce degree

Job description

Bell Potter Securities Limited is a market leading stockbroking and financial advisory firm that is part of the listed Bell Financial Group (ASX:BFG). We offer high quality professional advice to corporate, institutional and private clients across Australia.

Join Our Team as a Financial Planner, Bell Potter Private Wealth

We are seeking an experienced Financial Planner to join the Bell Potter Private Wealth team's expansion into Sydney. This role focuses on delivering high-quality, non-investment financial advice to stockbrokers, private wealth advisers and their clients.

Based in our Sydney office, you will operate as the sole non-investment client adviser, acting as both a technical specialist and product champion. While working autonomously, you will be supported by a Melbourne-based paraplanning and administrative team, enabling you to focus on delivering expert advice and building strong client relationships.

This is a rare opportunity to take full ownership of a newly established role, using your initiative and drive to make a meaningful impact.

Primary Responsibilities

Your key responsibilities will include:

• Provide strategic financial advice aligned to client goals
• Build and maintain long-term, trusted relationships with both investment advisers and their clients
• Identify opportunities to deepen client engagement and outcomes
• Work closely with local and inter-state based advisers, paraplanners and client services team
• Maintain the highest standards of compliance and professionalism
• Commit to continuous self-improvement by expanding your technical expertise and fostering strong professional relationships.

What We’re Looking For:

• Experience as a Financial Planner within a professional advice firm
• Relevant business or commerce tertiary degree
• Strong technical and strategic advice capability
• Self starter with ability to work autonomously
• Excellent communication and relationship-building skills
• SMSF experience.

Why Join Us?

At Bell Potter Securities Limited, you will be part of a dynamic team that values expertise, innovation, and professional growth. This is your chance to make a significant impact and advance your career in a supportive and thriving environment.

If you have the superannuation and financial planning knowledge and experience, the ability to make this role your own, build relationships, be a product and service champion, we want to hear from you!