Work Close to Home - Essendon This firm has minimal turnover
* Are you wanting to look after an existing client base? while developing the book of client?
* Internal referral from accounting team
* Work with Accountants, Advisers and a professional team environment?
* New Business Focus
* Rare Opportunity
Senior Financial Adviser - High-Quality Client Base | $140K + Super
Work Close to Home - Essendon Location
We are working with a well-established and highly respected financial planning firm seeking a Senior Financial Adviser to join their growing team.
This is a rare opportunity to step into a role with an existing, high-quality client base, strong internal support, and a business that genuinely invests in its advisers.
The Opportunity
You will take over and manage a portfolio of high-value, fee-for-service clients, delivering strategic, relationship-led advice. This is not a cold-start role, it's designed for an adviser who thrives on deep client relationships and long-term value creation.
What You'll Be Doing
* Managing 70 Fee for service clients with the opportunity to hunt for new business internally with the support of internal accounting team
* HNWC
* Delivering holistic financial advice across investments, superannuation, and wealth strategies
* Building long-term client relationships and identifying growth opportunities
* Working closely with in-house paraplanners and client service teams
* Contributing to the ongoing growth and success of the practice
What's on Offer
* $140K + Super
* Bonuses on offer
* Existing client base
* Strong internal support (Paraplanning + Admin)
* Long-term career growth and potential leadership opportunities
About You
* Experienced Financial Adviser with a strong track record in client management
* Confident working with fee-for-service and high-net-worth clients
* Strong technical knowledge and compliance understanding
* Relationship-driven with a genuine passion for client outcomes
* Ideally experienced with platforms such as Xplan
If you're a Senior Adviser looking for a role where you can focus on clients, not admin and be part of a high-performing, supportive environment, we'd love to speak with you.
Apply now or reach out for a confidential discussion. DM Carolina Castillo or just apply.
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