Senior Financial Adviser

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 $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 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 qualified team culture
- Opportunity to influence and shape the future growth of the business
- Long-term career progression opportunity

#J-18808-Ljbffr

📌 Senior Financial Adviser (Melbourne)
🏢 Advice2Talent
📍 Melbourne