Considering relocating to Melbourne for the right chance?
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 Opportunity: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 opportunity 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 ***** 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:ParaplannersClient Service OfficersOperations LeadA combination of onshore and offshore team membersParaplannersClient Service OfficersOperations LeadFinancial Adviser supportA combination of onshore and offshore team membersThis 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 clientsConduct strategic review meetings and provide holistic financial adviceLead, mentor, and develop advisers and support staffFoster a cooperative and high-performing team culturePartner with operations and paraplanning teams to improve efficienciesContribute to business growth initiatives and strategic planningMaintain high advice standards and ensure regulatory complianceManage and grow an established portfolio of high-value ongoing clientsConduct strategic review meetings and provide holistic financial adviceLead, mentor,
and develop advisers and support staffFoster a collaborative and high-performing team culturePartner with operations and paraplanning teams to improve efficienciesContribute to business growth initiatives and strategic planningMaintain high advice standards and ensure regulatory complianceAbout 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 AdviserLeadership or team management experienceStrong relationship management and communication skillsExperience managing high-value ongoing client relationshipsA solid understanding of holistic financial planning and complianceA passion for coaching, mentoring, and developing peopleProven experience as a Financial AdviserLeadership or team management experienceStrong relationship management and communication skillsExperience managing high-value ongoing client relationshipsA solid understanding of holistic financial planning and complianceA passion for coaching, mentoring, and developing peopleWhat's on Offer:$185K–$200K packageDedicated paraplanning and operational supportA stable business with exceptional staff retentionA collaborative culture where your ideas and leadership are valuedCorporate resources with a genuine family-oriented feelLong-term leadership and career progression opportunitiesRelocation assistance available for the right candidate$185K–$200K packageEstablished recurring revenue client portfolioDedicated paraplanning and operational supportA stable business with exceptional staff retentionA collaborative culture where your ideas and leadership are valuedCorporate resources with a genuine family-oriented feelLong-term leadership and career progression opportunitiesRelocation assistance available for the right candidate
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