Job Description
Senior Financial Adviser
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High-Quality Client Base | $185K-$200K Package
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An exciting chance exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business.
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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.
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About the Role
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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.
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The existing team structure includes:
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Multiple Paraplanners
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Client Service Officer support
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Operations Lead
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Additional Financial Adviser support
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Combination of onshore and offshore team members
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This is a leadership-focused role suited to someone who enjoys coaching, process improvement, client relationship management, and driving strong advice outcomes.
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Key Responsibilities
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Manage and nurture an established portfolio of high-value fee-for-service clients
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Grow the client base
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Incoming leads from Accounting team
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Conduct strategic review meetings and provide holistic financial advice
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Drive client engagement and retention initiatives
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Work closely with operations and paraplanning teams to ensure efficient workflow management
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Support business growth initiatives and contribute to overall strategic direction
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Ensure compliance and best practice advice standards are maintained
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About You
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Experienced Financial Adviser with leadership or management experience
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Robust relationship management and communication skills
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Proven ability to manage high-value ongoing client relationships
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Experience working within holistic financial planning environments
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Strong understanding of compliance and advice processes
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Ability to lead, mentor, and develop support staff and junior advisers
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What's on Offer
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$185K-$200K package
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Established recurring revenue portfolio
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Strong operational and paraplanning support
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Collaborative and professional team culture
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Opportunity to influence and shape the future growth of the business
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Long-term career progression opportunity
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📌 Senior Financial Adviser (Victoria)
🏢 Advice2Talent
📍 Victoria