Darwin Waterfront | Established Client Book | Strong Support
An established financial planning business is looking for an experienced Senior Financial Adviser to join its Darwin team, based in modern Waterfront offices.
This is an opportunity to step into an established client book and work with a solid support structure across paraplanning, client service and implementation.
You will be joining a well-established financial services business with a broad range of advice capabilities and a strong focus on long-term client relationships.
The Role
As a Senior Financial Adviser, you will take responsibility for an existing portfolio of clients while continuing to build strong relationships and identify opportunities to provide broader advice and support.
Your role will include:
• Managing and developing an established client book
• Conducting regular client reviews and identifying changing advice needs
• Providing comprehensive and compliant financial advice across areas including superannuation, investments, retirement planning, insurance and wealth management
• Building long-term relationships with clients and becoming a trusted adviser
• Identifying new business opportunities through existing clients, referrals and professional networks
• Working closely with paraplanning, client service and implementation teams
• Maintaining high standards of compliance, documentation and client service
• Building relationships with external professional referral partners
About You
We are looking for someone who is confident,
experienced and enjoys working closely with clients.
You will ideally have:
• Strong experience as a Financial Adviser
• Experience managing an established portfolio of clients
• Excellent relationship-building and communication skills
• Strong technical knowledge across financial advice and wealth management
• A practical, client-focused approach
• Strong attention to detail and an understanding of regulatory and compliance requirements
• The ability to work autonomously while also being part of a broader team
• Relevant qualifications and adviser registration requirements
Why Consider This Opportunity?
You will step into an established client book with existing relationships and ongoing advice needs, giving you the opportunity to focus on delivering quality advice from day one.
You will also have access to dedicated support across:
• Paraplanning
• Client service
• Advice implementation
• Review booking
• Accounting and tax
• Lending
The business is continuing to grow and offers experienced advisers the opportunity to develop their careers, broaden their client relationships and play a meaningful role in the continued growth of the Darwin office.
Location
The role is based in modern Darwin Waterfront offices, offering a professional and well-located working environment.
If you are an experienced adviser looking for an established client base, strong support and a long-term opportunity with a growing financial planning business, we would love to hear from you.
📌 Senior Financial Adviser (Darwin)
🏢 Recognized
📍 Darwin
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