Opportunity to join Australia's fastest growing financial advice firm.
27th October, 2026
About the company
Our client is anindependent financial planning firm, with a national presence, who are self-licensed and are growing rapidly. They provide holistic financial advice to their clients, who are predominantly pre-retirees and retirees. With industry leading efficiency, their operations are key to their ongoing success, as is their excellent investment offering.
About the role
Our client is seeking an experienced advisor to take on a sizeable book of existing clients from day one with the opportunity to build out your client base. The role is located at their newly upgraded Melbourne CBD office.
You will be working alongside a friendly team of financial planning professionals including your own associate and a client services team.
Key responsibilities
- Develop relationships with new and existing clients and provide strategic holistic financial advice
- Build strong relationship withother advisers and associates in the firm
- Maintain client records to ensure high quality and consistent advice
- Maintain high compliance standards in line with industry best practice
- Deliver an exceptional client experience.
27th October, 2026
About the company
Our client is anindependent financial planning firm, with a national presence, who are self-licensed and are growing rapidly. They provide holistic financial advice to their clients, who are predominantly pre-retirees and retirees. With industry leading efficiency, their operations are key to their ongoing success,
as is their excellent investment offering.
About the role
Our client is seeking an experienced advisor to take on a sizeable book of existing clients from day one with the opportunity to build out your client base. The role is located at their newly upgraded Melbourne CBD office.
You will be working alongside a friendly team of financial planning professionals including your own associate and a client services team.
Key responsibilities
- Develop relationships with new and existing clients and provide strategic holistic financial advice
- Build robust relationship withother advisers and associates in the firm
- Maintain client records to ensure high quality and consistent advice
- Maintain high compliance standards in line with industry best practice
- Deliver an exceptional client experience.
Skills & experience
- Bachelor of Financial Planning or FASEA related course
- Experience working as a holistic financial adviser
- Strong attention to detail and relationship focused
- Ability to build strong rapport with clients and colleagues
- Willingness to take on and service an existing book of clients.
Culture
- Friendly, collaborative and vibrant team environment
- Efficient operations to enable you to prioritise a valuable client experience
- Fast paced and rapidly growing.
Benefits
- Be a part of Australia's fastest growing Financial Planning firms
- Existing book available to start with, then the opportunity to grow your own client book at a rapid rate
- Revenue share arrangement.