Senior Financial Adviser - High-Value Portfolio Growth (Melbourne)

Senior Financial Adviser - High-Value Portfolio Growth (Melbourne)

07 Aug
|
Advice2Talent
|
Melbourne

07 Aug

Advice2Talent

Melbourne

advice2talent is seeking a Senior Financial Adviser Manager in Melbourne to lead an established portfolio of high-value clients and guide an experienced advice team. The role focuses on client engagement, strategic reviews, and ensuring compliant, holistic financial planning outcomes.

You will mentor 8–9 staff across advice, paraplanning, client services and operations, manage approximately $400K Book Value, and collaborate with Paraplanners and support staff to drive business growth and solid

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📌 Senior Financial Adviser - High-Value Portfolio Growth (Melbourne)
🏢 Advice2Talent
📍 Melbourne

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