Senior Financial Adviser
* Competitive salary package along with bonuses
* Provide strategic wealth advice to a high-quality client base
* Join a growing boutique advice firm with long-term partnership potential
Join a respected financial planning firm delivering strategic wealth advice to high-net-worth clients. Genuine long-term career opportunity.
Build long-term client relationships. This is a rare opportunity to join a growing boutique advice firm where you can develop your client base, contribute to business growth, and progress toward equity or partnership over time.
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. The 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
* 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
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 clients
* Strong 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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