Senior Financial Adviser & Team Leader: Grow Highvalue Book (Canberra)

Senior Financial Adviser & Team Leader: Grow Highvalue Book (Canberra)

04 Oct
|
CareerBank
|
Canberra

04 Oct

CareerBank

Canberra

CareerBank in Canberra is seeking a Senior Financial Adviser Manager to lead a growing financial planning team while actively managing an existing client book. You will mentor 8–9 staff across advice, paraplanning, client services, and operations, with a focus on high-value fee-for-service clients.
You will oversee approximately $550K Book Value, and collaborate with the team to drive growth, client engagement, and compliant, best-practice advice.
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📌 Senior Financial Adviser & Team Leader: Grow Highvalue Book (Canberra)
🏢 CareerBank
📍 Canberra

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