Financial Planning

FAAA; Perth; Hybrid; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Flexible hours

Work-from-home options

Professional development support

Ownership pathway

Job summary

Boston Stanley is partnering with a leading Perth private wealth firm to appoint a Private Wealth Adviser. The role focuses on servicing high-net-worth families, business owners and retirees with a bespoke, relationship-driven approach rather than high-volume trading.

The successful candidate will join an environment that emphasizes deep client relationships, strong paraplanning support, and an established equity pathway for advisers who contribute to growth and ownership.

Qualifications

• Authorised Adviser with capacity to grow within private wealth.
• Ability to build long-term client relationships and provide high-quality advice.
• Experience with complex HNW client needs and family wealth planning.
• Willingness to develop technically and commercially.
• Ambition to build a client portfolio and potentially own the business.

Responsibilities

• Develop and manage client portfolios within a sophisticated private wealth environment.
• Leverage inbound lead flow and existing relationships to grow client base.
• Collaborate with paraplanning and implementation teams to deliver complete advice.
• Focus on high-value, client-facing activities and relationship stewardship.
• Participate in ownership pathway if aligned with the firm’s equity model.

Skills

Long-term client relationships

High-net-worth clients

Commercial development

Ownership ambition

Strong collaboration

Education

Professional Year completion

Tools

CRM systems

Paraplanning tools

Job description

Private Wealth Adviser | HNW Clients | Equity Pathway

Genuine flow of HNW clients Established referral relationships, strong brand. Exceptional support Work alongside 7+ experienced Advisers, backed by high performing paraplanning and implementation teams. Equity 60% of Advisors own equity in the firm. An established equity pathway exists if of interest.

The Opportunity

Boston Stanley is partnering with one of Perth's leading private wealth firms to appoint a Private Wealth Adviser. The firm advises high-net-worth families, business owners, executives and retirees, with an average annual client fee of approximately $20,000. The model is deliberately built around fewer, deeper client relationships and comprehensive advice rather than high-volume portfolio management. Importantly, the business is growing. Revenue has increased by more than 15% per annum for each of the past three years, creating genuine opportunities for Advisers to build their own client portfolios from new client inflow.

Why This Opportunity Stands Out

A genuine pathway to ownership Equity isn't simply discussed as a future possibility. Approximately 60% of the firm's Advisers currently hold shares in the business, making ownership an established part of the firm's career model.

Inbound Lead Flow New clients are actively entering the business. Leverage existing relationships and enjoy the benefit of a strong brand presence in the market.

Maximise Client-Facing Time Capable paraplanning and implementation teams, supported by best practice technology solutions, remove much of the non-client-facing administrative burden from Advisers. The model is designed to allow you to focus your time where it adds the most value with clients.

Investment in your development Professional development is actively supported and funded. In addition to an annual professional development allowance, the firm provides financial support for relevant additional education and qualifications.

Flexibility without compromising your career The firm supports flexible working hours and work-from-home arrangements, providing genuine flexibility within a high-performing professional environment. A business where Advisers stay Adviser turnover has been zero over the past three years. The firm has also recently received a workplace award based substantially on anonymous employee feedback.

Who We're Looking For

We're interested in speaking with authorised Advisers who want to continue developing within a sophisticated private wealth environment.

You are likely to be someone who:

• Places a high value on long-term client relationships and quality advice
• Enjoys working with more complex HNW clients and families
• Wants to continue developing technically and commercially
• Values being surrounded by capable, experienced colleagues
• Is ambitious about building a client portfolio and potentially becoming an owner of the business
• Wants the infrastructure and support to spend more of their time with clients
• You don't need to bring a client book.
• What matters more is your ability to build trusted relationships, provide high-quality advice and develop into a long-term contributor to the firm.

Earlier-Career Advisers

Seperate to the above, the firm is also interested in hearing from newly qualified Advisers and those approaching completion of their Professional Year. For someone earlier in their Adviser career, the combination of structured mentoring, two-Adviser client meetings, a high-calibre advice team and dedicated paraplanning and implementation support provides an excellent environment to develop into a highly capable Private Wealth Adviser.