• Quality and Well Established Firm - Strong Reputation
• Sydney CBD Location with WFH Flexibility
• Well-Resourced Team & Adviser Support

The Business

Our client is a scaling, well-funded firm moving through an exciting phase of growth. As part of this journey, they have acquired a few firms and are consolidating their offices into the Sydney CBD.

This boutique advisory firm is in an exciting phase of growth following a recent acquisition and an office consolidation. The practice is relationship-driven and delivers holistic advice to HNW individuals. Based in the CBD, the firm has been established for 15 years and is expanding their team to embark on the next leg of this ambitious growth journey.

The Opportunity

As a Senior Financial Adviser, you will help transition a book of clients from a recently acquired practice, and facilitate business growth through new clients, organic ...