Focus on advice & client conversion — leave the back-office admin to the team.
We are partnering with a modern, high-growth financial planning practice based inKewlooking for a drivenFinancial Adviserwho excels at new business acquisition and relationship building.
If you love winning new clients and delivering holistic strategy, but hate getting bogged down in SOA prep and compliance admin, this is built for you.
Why Advisers Love This Role:
Real Growth Backing:Steady stream of firm leads, active referral channels & marketing support.
Full Back-Office Support:Dedicated Paraplanning & CSO teams handle SOA execution, implementation, and admin.
Multidisciplinary Network:Direct access to internal specialists across lending, accounting, and risk.
Uncapped Potential:Highly competitive base salary + growth‐aligned incentive scheme.
Prime Location:Modern offices in Kew with excellent amenities and transport links.
What You Bring:
Proven track record in personal financial advice & converting opportunities.
Strong commercial mindset and natural client engagement skills.
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📌 Financial Adviser - New Business (Melbourne)
🏢 The Andersen Partnership
📍 Melbourne