Senior Financial Adviser Manager
Lead an Established Advice Team | High-Quality Client Base | $185K-$200K Package
An exciting opportunity exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business.
This role is ideal for a senior adviser who enjoys both client engagement and team leadership, with the opportunity to manage an existing portfolio while mentoring and supporting a high-performing advice team.
About the Role
You will be responsible for managing approximately 80-90 fee-for-service clients, while overseeing and supporting a collaborative financial planning team of approximately 8-9 staff across advice, paraplanning, client services, and operations.
* Multiple Paraplanners
* Client Service Officer support
* Operations Lead
* Additional Financial Adviser support
* Combination of onshore and offshore team members
Key Responsibilities
* Manage and nurture an established portfolio of high-value fee-for-service clients
* Lead and mentor members of the advice and support team
* Conduct strategic review meetings and provide holistic financial advice
* Drive client engagement and retention initiatives
* Work closely with operations and paraplanning teams to ensure efficient workflow management
* Support business growth initiatives and contribute to overall strategic direction
* Ensure compliance and best practice advice standards are maintained
About You
* Experienced Financial Adviser with leadership or management experience
* Strong relationship management and communication skills
* Proven ability to manage high-value ongoing client relationships
* Experience working within holistic financial planning environments
* Strong understanding of compliance and advice processes
* Ability to lead, mentor, and develop support staff and junior advisers
What's on Offer
* $185K-$200K package
* Established recurring revenue portfolio
* Strong operational and paraplanning support
* Collaborative and professional team culture
* Opportunity to influence and shape the future growth of the business
* Long-term career progression opportunity
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