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
Solid 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
Robust operational and paraplanning support
Collaborative and professional team culture
Opportunity to influence and shape the future growth of the business
Long-term career progression opportunity
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📌 Senior Financial Adviser (Melbourne)
🏢 Advice2Talent
📍 Melbourne