Senior Financial Adviser Manager An exciting opportunity exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business.

Lead an Established Advice Team | High-Quality Client Base | $185K-$200K Package.

About the Role You will be responsible for managing approximately 80-90 fee-for-service clients, while overseeing and supporting a collaborative financial planning team of approximately 8-9 staff across advice, paraplanning, client services, and operations.

The existing team structure includes:

Multiple Paraplanners

Client Service Officer support

Operations Lead

Additional Financial Adviser support

Combination of onshore and offshore team members

This is a leadership-focused role suited to someone who enjoys coaching, process improvement, client relationship management, and driving strong advice outcomes.

Key Responsibilities

Manage and nurture an established portfolio of high-value fee-for-service clients

Lead and mentor members of the advice and support team





Conduct strategic review meetings and provide holistic financial advice

Drive client engagement and retention initiatives

Work closely with operations and paraplanning teams to ensure efficient workflow management

Support business growth initiatives and contribute to overall strategic direction

Ensure compliance and best practice advice standards are maintained

About You

Experienced Financial Adviser with leadership or management experience

Strong relationship management and communication skills

Proven ability to manage high-value ongoing client relationships

Experience working within holistic financial planning environments

Strong understanding of compliance and advice processes

Ability to lead, mentor, and develop support staff and junior advisers

What's on Offer

$185K-$200K package

Robust operational and paraplanning support

Collaborative and professional team culture

Opportunity to influence and shape the future growth of the business

Long-term career progression opportunity

📌 Senior Financial Adviser Lead: High-Value Clients (Port Phillip City)
🏢 Advice2Talent
📍 Port Phillip City