Private Client Adviser

Equity Trustees; Adelaide; Hybrid; AUD 110,000 - 150,000; Full time

Benefits offered by this job

Remuneration package

Wellness program

Volunteer program

Parental leave

Estate planning discounts

CBD location

Hybrid work

Job summary

Equity Trustees in Adelaide seeks an experienced Financial Adviser to lead Private Client advisory, guiding beneficiaries through estate administration with wealth insights and tailoring holistic strategies. You will build relationships with clients and internal partners to grow a sustainable advisory portfolio.

You will collaborate across Estate Management and other units, ensuring high compliance and delivering trusted, long-term advice for clients and their families.

Qualifications

• At least five years' experience as a Financial Adviser.
• Proven ability to deliver high-quality financial advice and strong client outcomes.
• Ability to build trusted client relationships, generate and convert opportunities.
• Experience collaborating across teams to create referral opportunities.
• Strong knowledge of wealth management, superannuation, investments, and retirement planning.

Responsibilities

• Guide beneficiaries through estate administration with wealth management insight.
• Grow the Private Client advice offering in Adelaide through relationship-led development.
• Partner with Estate Managers to identify opportunities and support clients through life events.
• Deliver holistic wealth management, investment and strategic advice tailored to client goals.
• Build trusted client relationships and connect clients with Equity Trustees’ experts.

Skills

Financial adviser

Client relationship management

Business development

Regulatory compliance

Cross-team collaboration

Portfolio growth

Education

ASIC Financial Adviser Standards

Job description

Step into a role that helps individuals navigate some of life's most important financial decisions while contributing to the growth of Equity Trustees' Private Client business in South Australia. This is a unique opportunity to combine trusted financial advice with meaningful relationship building, helping beneficiaries, clients and families achieve confidence and clarity during significant life transitions.

Reporting to the National Manager, this role sits within our Private Client Advice team and will work closely with Estate Management and other internal stakeholders across Equity Trustees. This is a growth-focused role where success comes from building trusted relationships with key stakeholders and clients, creating a sustainable referral pipeline, identifying advice opportunities for Private Clients, and converting these into trusted long-term advice relationships.

About the Role

• Guide beneficiaries through key life moments during the estate administration journey, helping them understand their options and make informed decisions through specialist wealth management insight.
• Build and grow the Private Client advice offering in Adelaide through relationship-led business development.
• Partner with Estate Managers and other parts of the business to identify advice opportunities and support clients through significant life events.
• Deliver holistic wealth management, investment and strategic advice tailored to each client's goals, family circumstances and future plans.
• Build trusted relationships with clients and connect them with the right expertise across Equity Trustees to support their evolving needs and goals.
• Collaborate effectively with the broader Advice and support team to deliver a seamless advice experience and uphold high compliance and professional standards.

What You'll Need to Succeed

• Proven experience as a Financial Adviser of at least five years.
• Demonstrated understanding of what it takes to deliver a high-quality financial advice service, ensuring strong client experiences and outcomes throughout the advice journey.
• Demonstrated ability to build trusted client relationships, generate and convert opportunities, cultivate referral networks, and grow a sustainable portfolio of high-value, long-term advisory clients.
• Exceptional relationship management skills, with the empathy and credibility to support beneficiaries, clients, Estate Managers and internal referral partners.
• Experience working collaboratively across teams and business units to create referral opportunities and deliver exceptional client outcomes.
• A collaborative, positive approach and the desire to contribute to a supportive team culture and the growth of the broader Private Client business.
• Strong technical knowledge across wealth management, superannuation, investments and retirement planning.
• Strong understanding of advice compliance requirements and regulatory obligations.
• Relevant qualifications required to meet ASIC Financial Adviser Professional Standards.

What We Offer

• A warm, open, and supportive culture.
• An attractive remuneration package, including reward and recognition programs.
• An employee wellness program, including discounted health insurance and an employee assistance program.
• A workplace volunteering and giving program to enable you to help others in the community.
• Discounted tax and estate planning services.
• 16 weeks paid parental leave for the primary carer.
• Great central CBD location, modern office fit-out and end-of-trip facilities.
• Flexible and Hybrid working environment.

About Us - Trusted Since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our clients' best interests, ensuring they feel safe, valued, and cared for. We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career. Equity Trustees is over 145 years strong - and growing.