Financial Adviser (Relocate to Perth WA)

Kaizen Recruitment · Melbourne VIC 3004 · Full time
Posted 13d ago

Financial Adviser (Relocate to Perth WA)

KEY POINTS WE FOUND
  • Perth based Financial Adviser role with long term equity potential.
  • Work with high-net-worth clients with an average client balance of $3 million+.
  • Relocation support available for candidates from other major cities.

  • Perth based Financial Adviser role - long term equity potential
  • Work with HNW/UHNW clients, no requirement to bring a client book
  • Excellent referral network | Relocation support available

We are looking for experienced qualified Financial Advisers at all levels based in Sydney, Melbourne, Adelaide or Brisbane who may be open to a lifestyle and career move to Perth, WA.

We are working with a top-tier HNW private client advisory firm based in Perth that are looking for their next qualified adviser to join their growing team.
 
This role is based in Perth WA

What’s on offer:

  • Established and growing client books with excellent referral leads.
  • Work with HNW/UHNW clients (average client balance is $3 million+)
  • Strong compliance and support infrastructure.
  • Attractive remuneration + long-term career pathways.
  • A chance to step into a less saturated market.
  • A highly regarded industry leader in financial planning.
  • Learn directly from award-winning Wealth Advisers.
  • Structured progression with a company that invests in your growth
  • Relocation support package

Why Perth?

  • Outstanding lifestyle (beaches, space, balance)
  • Lower cost of living vs East Coast capitals
  • Tight-knit professional networks with real opportunity to stand out

About the Company

Our client is a recognised industry leader in the financial planning industry, having been honoured multiple times as the FAAA’s Professional Practice of the Year and consistently ranked among Australia’s best places to work. Guided by the philosophy that great outcomes begin with great people, they nurture an environment where passion, purpose, and wellbeing fuel every step forward.

This is an exciting opportunity for talented professionals who are seeking to advance their careers in financial planning while contributing to a values-driven organisation committed to excellence.

Qualifications, Skills & Experience

  • Must be listed on the Financial Adviser Register (FAR) and authorised to provide personal financial advice;
  • Must have completed professional year or be grandfathered;
  • Experience working with high-net-worth clients is ideal;
  • Approved Bachelor's Degree or higher;
  • Robust understanding of investment platforms, superannuation funds, tax, estate planning, and complex entity structures;
  • In-depth knowledge of financial markets and investment principles.

Whether you’re actively looking or just curious about what a move could look like, we're happy to have a confidential chat.

If you are interested in learning more about this position, please contact:

Riley Thompson - 0423 356 100 | riley@kaizenrecruitment.com.au
Simon Gvalda – 0432 230 245 | simon@kaizenrecruitment.com.au

This role is based in Perth WA

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Skills

0 of 9 matched
Business developmentClient relationship managementEstate planningFinancial marketsInvestment platformsNetworkingStrategic planningSuperannuation fundsTax planning

Licenses & certifications

0 of 3 matched
Bachelors degree in finance, economics, or related fieldFinancial adviser register (far)Professional year program

Perks & benefits

0 of 2 matched
Relocation support packageStructured progression with a company that invests in your growth

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Financial Adviser (Relocate to Perth WA) | Kaizen Recruitment | Australian Ageing Agenda