Senior Financial Adviser
Starting $130K + Super + Bonus Potential – strong senior adviser opportunity.
Join a respected financial planning firm delivering strategic wealth advice to high-net-worth clients. Genuine long-term career opportunity.
Who will you be working with?
You'll be joining a well-established and growing financial planning practice known for its strong client relationships, professional integrity, and high standards of advice. My client offers a collaborative and supportive environment where advisers are encouraged to build long‐term careers while delivering exceptional client outcomes.
What are the benefits?
* Competitive salary package – $130K + super + bonus potential
* Opportunity to build and manage a high-quality client base
* Collaborative team environment with strong internal support
* Long‐term career pathway toward equity or partnership
* Professional development and ongoing technical learning
* Supportive culture focused on client outcomes and growth
* Join a growing boutique advice firm with long-term partnership potential
What will you be doing?
* Provide high‐quality strategic financial planning advice to clients
* Develop tailored wealth strategies based on client goals and circumstances
* Manage and grow long‐term client relationships through ongoing advice
* Prepare and present financial plans and recommendation documents
* Coordinate implementation of financial strategies with internal teams
* Collaborate with accountants, lawyers, and professional referral partners
* Contribute to business growth through referrals and networking opportunities
What do you need?
* Degree qualified with relevant Financial Planning qualifications
* Strong experience within the financial planning industry
* Strong knowledge of investment strategies, superannuation and wealth structuring
* Experience managing client relationships and delivering strategic advice
* Excellent communication and presentation skills with clientsStrong organisational and analytical capabilities
* A commercial mindset with interest in growing a client base
If you think this could be the role for you then please apply now! Or, if you have any questions, please contact Sarah Roberts on 0468 022 388.
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