Financial Adviser | New Business & Strategic Growth (Melbourne)

Financial Adviser | New Business & Strategic Growth (Melbourne)

05 Aug
|
TAP Andersen Partnership
|
Melbourne

05 Aug

TAP Andersen Partnership

Melbourne

Financial Adviser | New Business & Strategic Growth
Financial Advisor - $130,000 to 160,000 + Super + Bonus
About the Opportunity
If you are an adviser who thrives on the chase, loves winning current business, and wants to operate in a high-performance engine room, this is your next step.
This role is explicitly designed for a commercially sharp, relationship-driven hunter who wants to accelerate their portfolio growth.
You will partner directly with investment teams, internal experts, accounting and legal partners to aggressively identify, pitch, and capture market share.
What You Will Do
Drive New Business:
Actively convert warm leads, capital networks, and internal referral pipelines into high-value wealth management clients.
Pitch Holistic Value:
Articulate and deliver sophisticated, personalized wealth strategies across superannuation, wealth creation, structured investments, retirement architecture, insurance, and estate planning.
Commercial Networking:
Collaborate with internal lending, portfolio management, and digital solutions specialists to build compelling, multi-disciplinary pitches for prospective clients.
Own the Relationship Lifecycle:
Navigate the initial onboarding process with high emotional intelligence, transitioning prospects into long-term, loyal clients through proactive advisory and regular reviews.
Collaborate with Centers of Influence:




Build strategic cross-referral networks with external accountants, solicitors, and mortgage brokers to continuously fuel your pipeline.
About You
Experience:
3–5 years as a Financial Adviser with a demonstrable track record of new business acquisition,
OR
a high-performing Senior Associate/Paraplanner with strong commercial acumen ready to transition to a revenue-generating seat.
Emerging Hunters Welcomed:
Ambitious professionals looking to undertake or complete their
Professional Year (PY)
who possess natural business development capability and strong technical backing are highly encouraged to apply.
Compliance:
Fully FASEA/Pro-Exam compliant with a sharp understanding of current legislative frameworks.
Soft Skills:
Exceptional presentation, natural pitching ability, high energy, and the resilience required to thrive in a growth-focused environment.
What's on Offer
An aggressive, high-converting internal lead-generation system and immediate access to unmapped networks.
Comprehensive back-office, administrative, and paraplanning support so you can spend your time pitching and closing.
Direct mentorship from industry-leading partners and rainmakers with clear pathways to equity.
A highly competitive remuneration package with a rewarding structure tailored to your commercial impact.
#J-*****-Ljbffr

📌 Financial Adviser | New Business & Strategic Growth (Melbourne)
🏢 TAP Andersen Partnership
📍 Melbourne

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