Description
About the roleJoin a high-performing wealth advisory team managing complex, high-net-worth client portfolios. Deliver tailored investment, superannuation and tax strategies, backed by dedicated paraplanning and administrative support.Manage and grow relationships with HNW clientsDevelop tailored advice across investments, superannuation, tax, cash flow, gearing, debt recycling, SMSFs, trusts and companiesAdvise on wholesale investment strategies and portfolio constructionMeet with existing clients, new business leads and referral partnersPrepare detailed, compliant advice with a strong focus on accuracy and client outcomesSkills & Experience14 years of experience as an authorised financial adviserSound knowledge of SMSFs, trusts and companiesHNW, wholesale or business-owner client experience highly regardedStrong attention to detailExperience managing ongoing clients and onboarding new businessBenefitsDiscretionary bonus linked to individual and business performanceExisting HNW client portfolio to manageDedicated paraplanning and administrative support so you can focus on adviceHybrid flexibility after a successful six-month probation, subject to performance and trustAnnual salary reviews and half-yearly performance appraisalsAccess to market briefings, industry insights and professional networking opportunitiesTeam lunches, monthly social catch-ups and Christmas celebrationsAbout the Company/CultureJoin a boutique wealth advisory business within a leading Australian wealth management group. The team supports affluent families and investors with tailored advice strategies. The culture is collaborative, accountable and performance-driven, with a close-knit team that values resilience, client service and getting the details right. Work alongside experienced professionals in an open-plan CBD office, with access to broader market insights and industry connections.How to applyIf you're interested please send your CV to Ben Sultmann at ••••@bentleyrecruitment.com.auIf you would like to discuss this or other opportunities, please call Ben on 07 •••• •020.For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs