Private Client Adviser

Job Title: Private Client Adviser
Contract Type: Permanent
Location: Sydney
Reference: 3112910
Contact Name: Peter Dagen
Contact Email:
Job Published: March 06, 2020 14:46

Job Description

An established firm is looking for an experienced adviser who has their own book and is looking for a new home long term.  

Why you will love this role;
  • Potential for equity
  • Negotiable salary
  • Back office support
  • Flexible work environment
You will spend your time;
  • Construct personalized financial plans that aim to achieve the financial goals of clients.
  • Educate clients and answer questions about investment options and potential risks
  • Managing your existing book & grow it
  • Networking
They will love your background in;
  • Experienced Adviser providing Holistic advice
  • Experience dealing with HNW individuals
  • FASEA completed or about to complete / Masters or Graduate Diploma in Financial planning  
Sounds interesting? We have a lot more information to tell

These roles are rare, so do not hesitate as immediate interviews will take place for candidates that meet the above criteria.
For a confidential chat about your career options please call Peter on (02) 9346 5297 or email

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