About the Role
Join a highly respected, self‑licensed wealth advisory firm in a client‑facing Financial Adviser role working exclusively with HNW clients. You’ll initially shadow a senior adviser, receive full mentorship, and gradually step into managing your own portfolio once ready.  

• Deliver high touch financial advice for HNW clients
• Build tailored strategies across tax, SMSF, investment & retirement
• Work collaboratively with the support team across the advice process
• Maintain high client satisfaction through proactive communication
• Apply strong technical capability to multi‑entity client structures
• Plenty of internal leads through the business

Skills & Experience

• Completed PY with 2-3 years as an associate adviser or financial adviser
• Strong strategic & technical advice capability
• Experience in paraplanning or strategy development
• Relevant degree and financial advice qualifications
• Confident with SMSF, tax strategy, investments & structuring
• Client focused approach (not sales‑driven)

  Benefits

• Flexible start/finish times 
• Clear mentorship pathway with senior adviser support
• Equity opportunity for long‑term, committed candidate
• Strong internal lead flow, meaning no networking or self sourcing required

About the Company / Culture
This privately owned advisory firm has been operating for over two decades and is recognised for its award‑winning, holistic financial planning capabilities. The business offers retirement, SMSF, investment, insurance and high‑level strategic advice to sophisticated, high‑net‑worth clients with complex structures.

People enjoy working here because of the close‑knit, collaborative environment where trust, technical excellence and genuine client care are at the centre of everything. 

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.