Our clients are of Australia's largest wealth management firm and are looking to appoint an experienced

Senior Financial Adviser

with Wholesale Advice experience to join its growing investment advisory team.

This is a senior opportunity for an Adviser who enjoys working closely with high-value clients, providing strategic and sophisticated advice, and playing an active role in the continued growth and development of a successful business.

The Role As a Senior Adviser, you will be responsible for managing an existing portfolio of UHNW Wholesale clients while contributing to the broader growth and profile of the business.

Your responsibilities will include:

Managing, retaining and developing long-term client relationships

Delivering strategic, tailored and high-quality financial advice

Conducting comprehensive client reviews and strategic planning meetings

Identifying opportunities to deepen existing client relationships and broaden service offerings

Contributing to revenue growth and funds under management

Building strong relationships across professional and industry networks

Representing the business at industry events, conferences and networking opportunities

Contributing to thought leadership through presentations, writing and other market-facing initiatives





Working collaboratively with investment specialists to develop integrated investment solutions

Collaborating with specialist teams to deliver multidisciplinary advice where required

Supporting client events and other business development initiatives

Mentoring and developing Associates and other members of the advisory team

Contributing to a strong, collaborative and high-performing team culture

Supporting the recruitment and onboarding of new team members where required

Maintaining the highest standards of client privacy, compliance and professional conduct

About You We are looking for an experienced Adviser who combines strong technical capability with excellent relationship management and communication skills.

Ideally, you will have:

5+ years experience as a Financial / Investment Adviser

Must have experience working with UHNW and wholesale clients

Relevant professional qualifications such as

CFP, CFA or equivalent

A strong track record of managing and developing high-value client relationships

Demonstrated experience in business development and client acquisition

Solid knowledge of investment markets, portfolio construction, risk management and financial planning strategies

Experience using CRM systems and advanced Microsoft Office skills

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📌 Senior Financial Adviser - Wholesale Clients (Port Phillip City)
🏢 CANDOR Recruitment
📍 Port Phillip City