03rd June, 2026 The Company This well-established Financial Planning practice has built a strong reputation for delivering tailored advice to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families and business owners. The firm has experienced steady growth through referrals and long-standing client relationships, creating an environment where quality advice and client outcomes remain the primary focus. With a collaborative and supportive culture, the business is committed to developing the next generation of Advisers. The Role Working closely with a highly experienced Senior Adviser, you'll manage your own portfolio of ongoing advice clients while continuing to build your technical and relationship management skills. Your responsibilities will include: Managing an existing portfolio of ongoing advice clients Conducting client review meetings and maintaining strong client relationships Assisting with strategy development across wealth accumulation, retirement planning and investment advice Working with HNW and UHNW individuals, families and business owners Supporting the Senior Adviser with more complex client matters Identifying opportunities to enhance client outcomes Building your technical knowledge and advice capability across sophisticated strategies About You Previous experience as a Financial Adviser, Associate Adviser or Paraplanner looking to step into an advice role Relevant Financial Planning qualifications and FASEA requirements Strong communication and relationship-building skills A genuine passion for helping clients achieve their financial goals Confidence engaging with clients and presenting advice Desire to continue developing your technical and strategic advice capabilities Ambition to build a long-term career within Financial Advice The Perks Manage your own portfolio of ongoing advice clients Work alongside and learn from an experienced Senior Adviser Exposure to sophisticated HNW and UHNW client strategies Established and highly regarded Financial Planning firm Ongoing mentoring and professional development Supportive leadership team and collaborative culture Genuine career progression opportunities Opportunity to further develop your advice and client management skills Modern Caringbah office with a stable and growing client base Interested? If you're looking for a role that combines client ownership, mentorship and exposure to sophisticated advice work, this is an opportunity worth exploring. Apply now or contact Stitch Recruitment for a confidential discussion.
