Description

Private Wealth Adviser | HNW Clients | Equity PathwayGenuine 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 OpportunityBoston 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 OutA genuine pathway to ownershipEquity 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 FlowNew clients are actively entering the business. Leverage existing relationships and enjoy the benefit of a strong brand presence in the market.Maximise Client-Facing TimeCapable 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 developmentProfessional 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 careerThe firm supports flexible working hours and work-from-home arrangements, providing genuine flexibility within a high-performing professional environment.A business where Advisers stayAdviser 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 ForWe'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 adviceEnjoys working with more complex HNW clients and familiesWants to continue developing technically and commerciallyValues being surrounded by capable, experienced colleaguesIs ambitious about building a client portfolio and potentially becoming an owner of the businessWants the infrastructure and support to spend more of their time with clientsYou 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 AdvisersSeperate 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.Interested?This is a confidential search being managed by Boston Stanley Executive Search.If you're interested in understanding the opportunity, remuneration and longer-term pathway, contact Ben Stokes at Boston Stanley for a confidential discussion.There is no expectation that an initial conversation progresses any further.Referral: If the opportunity isn't right for you but you know someone who may be suitable, Boston Stanley offers a $2,000 referral fee for a successful appointment.