Join an Independent Investment Boutique in Sydney
Our client is a privately owned, independent investment boutique specialising in retirement planning and investment advice for expatriates in Australia, with particular expertise in UK pension transfers.
Due to continued growth, they are expanding their team of experienced advisers in Sydney, serving a large and affluent expatriate client base.
About the Opportunity
This is an excellent opportunity for motivated financial advisers seeking a platform that supports both professional growth and strong earning potential. You will work within a team of experienced, licensed professionals, using advanced analysis tools and client management systems to deliver high-quality financial advice.
The firm offers a structured and supportive environment designed to help advisers succeed in a competitive and rewarding market.
What’s on Offer
• Excellent earning potential with a performance-driven structure
• Access to a large and affluent expatriate market
• Ongoing fee-sharing model
• Qualified online leads provided
• Full back-office and administrative support
• Continuous business development and financial training
• Access to advanced financial planning tools and systems
Key Responsibilities
• Provide tailored financial planning and wealth management advice
• Assess client needs and develop suitable financial strategies
• Recommend appropriate products from leading global financial institutions
• Conduct face-to-face client meetings to build trust and long-term relationships
• Support clients in achieving their financial goals
• Maintain high standards of client service and professional integrity
Candidate Profile
Experience & Attributes
• Proven track record of achieving and exceeding targets within financial services
• Strong communication skills with the ability to build rapport and trust
• Self-driven, motivated, and resilient in a performance-based environment
• Ability to handle complex financial situations and deliver clear solutions
• Strong relationship-building skills with a long-term client focus
Key Skills
• Experience working with high-net-worth individuals (HNW), including remote engagement
• Ability to generate new business and develop client relationships
• Strong problem-solving skills with the ability to remain composed under pressure
• Capability to interpret complex financial data and translate it into actionable advice
Ideal Candidate
• Must hold Australian residency or already be working in Australia
• Experience advising UK expatriate clients is highly desirable
• Demonstrated ability to build or grow a client base independently
• Comfortable working in a target-driven, sales-focused environment
• Experience delivering complex financial advice
• Strong commercial awareness and ability to manage business risk
• Proven recognition for business development or sales achievements
• Ability to translate financial data into compelling client solutions
• Driven, proactive, and consistently focused on progression
Additional Information
Relevant IFA qualifications are strongly preferred. However, candidates who can demonstrate the ability and commitment to obtain qualifications within a reasonable timeframe will also be considered.
Applicants should have a minimum of three (3) years’ client-facing experience in wealth management or life insurance advisory, along with recognised investment qualifications (e.g. CISI, CII, or equivalent).
This is a performance-driven, client-facing opportunity focused on relationship management, business development, and long-term career growth within a specialist expatriate advisory firm.
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