Job Description

Senior Financial Adviser | Merimbula NSW Build a Lifestyle. Lead a Business. Shape Your Future.

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What if your next career move wasn't just a new job but a new way of life?

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Imagine finishing work and being minutes from pristine beaches, national parks and one of Australia's most beautiful coastlines, while leading an established financial planning business with genuine long-term career opportunities.

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Our client is seeking an experienced Senior Financial Adviser to join their growing practice in Merimbula, NSW.

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The Opportunity

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This is more than a servicing role.

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You'll inherit an established portfolio of approximately 350 existing clients, allowing you to focus on building trusted relationships and delivering exceptional advice rather than chasing new business.

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You'll also have the autonomy to help shape and grow the business, supported by an experienced team and clear pathways towards future leadership, bonuses and potential equity opportunities.

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What's on Offer

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- Established client book of approximately 350 clients
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- Full administration and Client Services Officer support
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- Paraplanning support
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- Attractive remuneration package
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- Performance bonuses
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- Future equity opportunities
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- Autonomy to help lead and grow the business
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- Strong succession planning prospect
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- Long-term career security
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- Relocation opportunity to one of Australia's most desirable coastal regions
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About You

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- Is an experienced Financial Adviser
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- Enjoys building long-term client relationships
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- Wants autonomy and ownership
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- Is passionate about delivering high-quality advice
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- Is looking for more than just another adviser role
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- Is excited about relocating and becoming part of the local community
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Why Merimbula?

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- Beautiful beaches and coastline
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- Relaxed coastal living
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- Great schools and community
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- Outdoor lifestyle including fishing, golf, boating and hiking
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- Affordable living compared with many capital cities
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Salary $200K

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This is a genuine opportunity to build both your career and your life in one of Australia's most sought-after regional locations.

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If you're looking for a role where you can make a real impact, enjoy an exceptional lifestyle and have a pathway to future ownership, we'd love to hear from you.

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📌 Senior Financial Adviser (Merimbula)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Merimbula