Senior Financial Adviser - High-Value Portfolio Growth (Victoria)

Senior Financial Adviser - High-Value Portfolio Growth (Victoria)

21 Aug
|
Advice2Talent
|
Victoria

21 Aug

Advice2Talent

Victoria

Job Description
advice2talent is seeking a Senior Financial Adviser Manager in Melbourne to lead an established portfolio of high-value clients and guide an experienced advice team. The role focuses on client engagement, strategic reviews, and ensuring compliant, holistic financial planning outcomes.
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You will mentor 8–9 staff across advice, paraplanning, client services and operations, manage approximately $400K Book Value, and collaborate with Paraplanners and support staff to drive business growth and robust
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📌 Senior Financial Adviser - High-Value Portfolio Growth (Victoria)
🏢 Advice2Talent
📍 Victoria

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