Private Client Adviser - Adelaide

Job Title: Private Client Adviser - Adelaide
Contract Type: Permanent
Location: Adelaide
Reference: 2561062 - 49
Contact Name: Toby Walsh
Contact Email:
Job Published: May 07, 2020 18:01

Job Description

My client is a leading Private Client Advisory firm and currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner / Private Client Advisor (client focused) to join the team in Adelaide on a permanent basis.  

The role will involve providing sophisticated and highly ethical financial planning advice to the firms private clients and maintain long term relationships that will enable clients to achieve their financial goals.  

Key Duties include:
  • Provide client centric focused holistic advice to clients (mainly retiree and pre-retiree clients). 
  • Prepare investment and strategic advice to clients 
  • Maintain high level compliance standards 
  • New clients will be identified through client referrals
  • Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
  • Being seen as a trusted adviser and driving the profitability across a portfolio of HNW customers
  • Undertake quality consultative conversations with clients to understand their needs 
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
About You
  • Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
  • ADFP and/or CFP Qualifed
  • Tertiary Qualifications ideally
  • Solid technical advising knowledge
  • Team Player
To be considered for this opportunity confidentially please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Toby Walsh on 0404971247 or

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