Job Description
Senior Financial Adviser | Growth + Equity Potential
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The CompanyOur client is a respected financial planning practice that puts genuine relationships at the heart of its work. The team takes a client-first approach, working closely with clients to understand their goals and deliver tailored strategies. Backed by a leading national advice group and in a strong period of growth, this is a collaborative, values-driven business that invests in its people and clients.
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You'll join a team of experienced Advisers and support professionals committed to delivering strong, compliant client outcomes, with genuine long-term opportunities for career growth and development.
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Culture & Benefits
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Hybrid working arrangement (2 days WFH) after successfully completing probation
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Annual "Vibe Day" + birthday leave + 3 extra reward days over Christmas closure
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Purchase leave scheme and formal study and education support
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Genuine development and growth partnership
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Potential equity participation for the right candidate
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The Opportunity
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We're looking for a Senior Financial Adviser with strong commercial acumen to manage and grow an established client base while supporting new clients. You'll provide high-quality, compliant advice across investments, superannuation, retirement planning, wealth creation and insurance, while building long-term client relationships and contributing to the continued success of the practice.
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Working closely with the broader advice and support team, you'll have the opportunity to make a meaningful contribution to the practice's future direction and succession planning.
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Key Responsibilities
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Client Relationship Management




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Manage and grow an established client base through high-quality, strategic advice
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Conduct client reviews and deliver tailored advice that meets Annual Advice Agreements
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Professionally onboard new clients, ensuring a timely and compliant induction experience.
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Business Growth
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Generate new business through referrals, professional networks and Centres of Influence
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Achieve agreed sales, revenue and activity targets
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Contribute to initiatives that improve productivity, client service and efficiency.
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Compliance & Development
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Stay current on markets, economic trends and legislative changes.
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Maintain compliance with all licensee policies, advice requirements, and Continuing Professional Education obligations
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Collaborate with the broader advice and support team, while monitoring workflow, sales and revenue performance.
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About You
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Minimum 5 years' experience as a Financial Adviser
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Motivated and ambitious, with a genuine desire to build a long-term career within a growing business
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Strong team player who aligns with the organisation's values
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RG146 compliant (DFP 1-8), working towards CFP, Master of Financial Planning or FFP; FASEA compliant
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Strong technical understanding of investment products, superannuation, insurance and relevant legislation
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Solid relationship management and communication skills, with a professional approach
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Genuine interest in financial markets, investment strategies and economic trends
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If you're an experienced Adviser ready to build a long-term career and make a genuine impact in a growing, values-driven practice,

📌 Senior Financial Adviser | Growth + Equity Potential (New South Wales)
🏢 Catalina Consultants
📍 New South Wales