Established Client Portfolio | Major Growth Potential | $150K-$180K Package
Ready for a fresh start — whether that means relocating to Melbourne or moving closer to home?
An exciting opportunity is available for an experienced Senior Financial Adviser to join an established financial planning business based in Essendon, North-West Melbourne. This role could suit an adviser already in Melbourne looking to move closer to the North/West, as well as candidates considering relocating from interstate or regional Victoria for the right career opportunity.
You'll step into an established portfolio, supported by an experienced team, with the opportunity to take ownership, build relationships and grow the book significantly.
The Opportunity:
You'll inherit an established $400K-$600K recurring revenue portfolio, with a clear opportunity to grow this to $1M+. There is already a servicing adviser within the business, and this role is designed to complement the existing advice team while bringing a strong commercial and growth mindset.
You'll also benefit from referrals generated through the accounting team, providing a solid pipeline of potential new client opportunities. The business is going through an exciting period of change, giving the successful candidate strong visibility and the opportunity to establish themselves within the organisation from year one.
What You'll Be Doing:
- Take ownership of an established client portfolio
- Develop and strengthen long-term client relationships
- Grow the portfolio from $400K-$600K toward $1M+
- Convert internal accounting referrals into new client relationships
- Identify and pursue new business opportunities
- Deliver quality, holistic financial advice
- Work alongside the existing adviser and broader support team
- Contribute to the ongoing growth and direction of the practice
About You:
We're looking for an experienced Senior Financial Adviser who is commercially minded, relationship-focused and genuinely motivated by growth.
You'll ideally be:
- An experienced Financial Adviser with a strong track record
- Confident managing and growing an established client portfolio
- A "hunter" who enjoys generating new opportunities
- Strong at building and maintaining client relationships
- Commercially minded with an entrepreneurial approach
- Comfortable working within an organisation undergoing change
- Collaborative and confident working alongside an established advice team
Why Consider the Move?
- $150K-$180K package
- Relocation opportunity — Melbourne or interstate candidates encouraged to apply
- Established $400K-$600K portfolio to inherit
- Genuine opportunity to grow the book to $1M+
- Warm referrals from an established accounting team
- Strong visibility across the organisation in your first year
- Existing servicing adviser and support infrastructure
- Opportunity to make a significant impact during a period of growth and change
- Long-term career opportunity in an established financial planning environment
Whether you're already in Melbourne, looking to move closer to Essendon/North-West Melbourne, or considering a relocation from interstate, this is an opportunity worth exploring.
For a confidential discussion, contact Carolina at ••••@advice2talent.com or Hannah at ••••@advice2talent.com.