Head of Financial Planning / Financial Adviser

You will be responsible for running the Financial Planning division with a high degree of autonomy, establishing, growing and leading the Financial Planning division alongside an established accounting firm. You will have access to the broader Powell Enterprises client base, brand, professional network and business infrastructure while having the freedom to run the financial planning operation.

Key responsibilities

- Managing and advising financial planning clients
- Developing relationships with existing Powell Enterprises clients
- Converting qualified internal referrals into long-term advice relationships
- Establishing and maintaining appropriate advice, compliance and client-service processes
- Helping shape the strategy and future direction of the division
- Ultimately building a team around the division as it grows

About you

- Existing AFSL/licensing structure enabling you to provide financial advice independently




- Current registration and ability to provide personal financial advice in Australia
- Strong technical financial planning knowledge
- Demonstrated experience managing your own client relationships
- Strong commercial and business-development ability
- Excellent compliance history
- Ability to operate independently and take ownership of the division
- Robust communication skills and the ability to work closely with accountants and business owners
- Experience advising business owners, investors and high-net-worth clients will be highly regarded
- An existing client base or established recurring advice book would be highly attractive but is not essential

About us

Powell Enterprises has an established client base of businesses, investors and high-net-worth individuals. Powell Enterprises is an established accounting firm looking to build a Financial Planning division.

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📌 Head of Financial Planning / Financial Adviser (Central Coast Council)
🏢 Powell enterprises
📍 Central Coast Council