Do you want to work in Corporate but family feel.... with no turnover?
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Yes.....Apply Now 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 $400K Book Value, with support from a financial planning team of approximately 8-9 staff across advice, paraplanning, client services, and operations.
The existing team structure includes:
- Multiple Paraplanners
- Client Service Officer support
- Operations Lead
- Additional Financial Adviser support
- Combination of onshore and offshore team members
This is a leadership-focused role suited to someone who enjoys coaching, process improvement, client relationship management, and driving strong advice outcomes.
Key Responsibilities
- Manage and nurture an established portfolio of high-value fee-for-service clients
- Grow the client base
- Incoming leads from Accounting 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 productive 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 qualified team culture
- Opportunity to influence and shape the future growth of the business