Private Client Adviser

Pitcher Partners; New South Wales; On-site; AUD 80,000 - 100,000; Full time

Job summary

A leading accounting and advisory firm in New South Wales is seeking a Private Client Adviser to manage a portfolio of clients. The role involves delivering personalised financial advice and building strong relationships. Successful candidates will hold a Certified Financial Planner designation and demonstrate excellent communication skills. This position offers an opportunity to work in a collaborative environment that encourages professional growth and strategic influence.

Qualifications

• Certified Financial Planner designation and Authorised Representative status.
• Proven ability to deliver high-quality, technically sound advice with a client-first mindset.
• Strong business acumen with a drive to identify opportunities and contribute to the firm’s strategic goals.

Responsibilities

• Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice.
• Build and maintain strong, trust-based relationships with clients and stakeholders.
• Lead the delivery of advice strategies ensuring compliance and high standards.

Skills

Strong relationship management skills

Excellent communication skills

High level of self-motivation

Attention to detail

Business acumen

Education

Certified Financial Planner designation

Tools

Financial planning software

Microsoft Office suite

Job description

Highlight

• Build strong, lasting client relationships while delivering strategic financial advice
• Be part of a collaborative, high-performing and growth-focused team
• Real opportunity for strategic influence in the business

About Pitcher Partners Newcastle and Hunter

Pitcher Partners Newcastle and Hunter is a leading accounting and advisory firm supporting a broad range of clients among the region, in a range of industries. With a team of 120 people across their Newcastle and Maitland offices, they are proud of the evolution of their team culture since a company merger took place nearly four years ago: considered one of inclusiveness and collaboration across cross-functional teams.

About the opportunity

As a Private Client Adviser, you’ll take ownership of a portfolio of valued clients, delivering personalised, high-quality advice aligned to their goals. You’ll be supported by a strong internal team, innovative technology, and a workplace culture that genuinely celebrates success and encourages growth.

Responsibilities

• Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice.
• Build and maintain strong, trust-based relationships with clients, professional referrers, and internal stakeholders.
• Identify new business opportunities and contribute to the continued growth and direction of the business.
• Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage.
• Play an active role in mentoring, coaching, and supporting the development of team members.

Why Pitcher Partners?

Joining Pitcher Partners means becoming part of a collaborative and values-led organisation. They are large enough to provide breadth and opportunity; small enough to ensure your contribution is visible and valued.

As part of our Private Wealth team, you’ll gain access to a high-performing and supportive environment, a respected brand, and real opportunities for professional and personal development.

About you

To be successful in this role, you will bring a blend of strategic capability, strong relationship management skills and a genuine passion for supporting clients. You will have :

• Certified Financial Planner designation and Authorised Representative status.
• Proven ability to deliver high-quality, technically sound advice with a client-first mindset.
• Excellent communication skills, with the ability to simplify complex strategies and build strong relationships.
• High level of self-motivation, time management, and attention to detail.
• Strong business acumen with a drive to identify opportunities and contribute to the firm’s strategic goals.
• Experience with financial planning software and Microsoft Office suite.

How to apply

To learn more about key responsibilities, company culture and associated benefits of this opportunity, please email.

Alternatively – click “Apply” to submit your covering letter and CV, outlining your motivation for this opportunity and how you believe your experience aligns.