Considering relocating to Melbourne for the right opportunity?

Rarely does a leadership role come along that offers an established client portfolio, a high-performing team, and genuine long-term career growth—all within a business known for its supportive, family-like culture and exceptional staff retention.

Based in Essendon Fields, this is an opportunity to enjoy the best of Melbourne while leading an established advice team. Whether you're based interstate or simply looking for your next leadership challenge, relocation assistance can be discussed for the right candidate.

About the Prospect:

Join a highly respected and growing financial planning firm that combines the professionalism and resources of a larger business with the warmth, stability, and support of a close-knit team. With exceptionally low staff turnover, loyal long-term clients, and a collaborative culture, this is a rare chance to step into an established leadership position where you can make a genuine impact.

This role is ideal for an experienced Financial Adviser who enjoys balancing client relationships with coaching and developing a successful advice team.

About the Role:

You’ll inherit an established portfolio of approximately 80–90 fee-for-service clients, allowing you to focus on delivering exceptional advice while leading and developing an experienced team.

You’ll oversee a collaborative team of approximately 8–9 professionals, including:

- Paraplanners
- Client Service Officers
- Operations Lead
- A combination of onshore and offshore team members

- Paraplanners
- Client Service Officers
- Operations Lead
- Financial Adviser support




- A combination of onshore and offshore team members

This is more than an adviser role—it's an opportunity to influence the future direction of the business, mentor the next generation of advisers, and help drive continued growth.

Key Responsibilities:

- Manage and grow an established portfolio of high-value ongoing clients
- Conduct strategic review meetings and provide holistic financial advice
- Lead, mentor, and develop advisers and support staff
- Foster a collaborative and high-performing team culture
- Partner with operations and paraplanning teams to improve efficiencies
- Contribute to business growth initiatives and strategic planning
- Maintain high advice standards and ensure regulatory compliance

- Manage and grow an established portfolio of high-value ongoing clients
- Conduct strategic review meetings and provide holistic financial advice
- Lead, mentor, and develop advisers and support staff
- Foster a collaborative and high-performing team culture
- Partner with operations and paraplanning teams to improve efficiencies
- Contribute to business growth initiatives and strategic planning
- Maintain high advice standards and ensure regulatory compliance

About You:





You’ll be an experienced Financial Adviser who enjoys building lasting client relationships while leading and inspiring others.

You’ll bring:

- Proven experience as a Financial Adviser
- Leadership or team management experience
- Strong relationship management and communication skills
- Experience managing high-value ongoing client relationships
- A solid understanding of holistic financial planning and compliance
- A passion for coaching, mentoring, and developing people

- Proven experience as a Financial Adviser
- Leadership or team management experience
- Strong relationship management and communication skills
- Experience managing high-value ongoing client relationships
- A solid understanding of holistic financial planning and compliance
- A passion for coaching, mentoring, and developing people

What's on Offer:

- $185K–$200K package
- Dedicated paraplanning and operational support
- A stable business with exceptional staff retention
- A collaborative culture where your ideas and leadership are valued
- Corporate resources with a genuine family-oriented feel
- Long-term leadership and career progression opportunities
- Relocation assistance available for the right candidate

- $185K–$200K package
- Established recurring revenue client portfolio
- Dedicated paraplanning and operational support
- A stable business with exceptional staff retention
- A collaborative culture where your ideas and leadership are valued
- Corporate resources with a genuine family-oriented feel
- Long-term leadership and career progression opportunities
- Relocation assistance available for the right candidate

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📌 Senior Financial Adviser Manager (Melbourne)
🏢 Advice2Talent
📍 Melbourne