Private Wealth Advisor

Our client is a national financial planning firm that empowers advisers to focus on delivering

exceptional advice and building strong client relationships.

About the role

• Responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.
• Build and maintain referral relationships with external professionals and business partners.
• Maintain detailed, compliant, and timely client records and file notes.
• Maintain up-to-date industry knowledge and complete all required CPD.
• Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes.

About the successful candidate

• At least 5+ years experience as a Financial Adviser.
• High levels of client satisfaction and retention.
• Achievement of advice production and engagement targets.
• Strong collaboration with internal teams to support end-to-end client outcomes.
• Compliance with regulatory obligations.

For more information or even a private discussion please contact Jason - ***email_hidden***