An exciting opportunity exists within a highly regarded and successful national Financial Services organization dedicated to helping individuals and business clients achieve positive financial outcomes.

As a result of continued growth, both organically and through acquisition, the company is seeking to appoint an experienced Senior Financial Adviser to the position of Partner. The successful candidate will deliver trusted advice and valued service to new and existing clients while contributing to the ongoing growth and success of the business.

In addition, you will provide leadership and mentorship to an established team, supporting their professional development and driving the continued growth of the Wealth Management business.

Key responsibilities:

· Manage an established client portfolio and new client referrals from valued referral partners.

· Drive business development through building and strengthening relationships with new and existing clients.

· Conduct client meetings and develop appropriate technical strategies aligned with clients' financial goals and objectives.

· Contribute to the growth of the Wealth Management capability, including managing and developing team members.

· Work alongside fellow Partners and champion business initiatives that support operational efficiencies.

· Maintain robust technical knowledge and ensure compliance with relevant financial services and regulatory requirements.

This is an excellent opportunity to join the Leadership Team and make a meaningful contribution to the ongoing success of the business, its people and its clients.



The ideal candidate will be client-focus and have a genuine passion for financial planning, leadership and developing a successful team.

Key requirements:

· Minimum 8 years of experience, delivering comprehensive advice to affluent, SME’s and high networth individuals.

· Ability to develop business from within a large internal network of referral partners, including Accountants, Lending and Insurance Advisers.

· Extensive technical knowledge across all areas of advice including SMSF’s.

· Proven leadership and people management skills, ideally within a financial planning practice.

· A strong commercial mindset, with the ability to identify opportunities and drive business growth.

· Excellent communication and relationship-building skills, with the confidence to manage key client relationships.

· A strong client focus and the ability to deliver a high standard of service.

· A high level of drive, motivation and a genuine commitment to achieving business objectives.

· The ability to lead by example, inspire others and work collaboratively across the business.

· Tertiary qualification within a relevant discipline.

This is an excellent opportunity for an experienced Financial Adviser looking to take the next step in their career into a senior leadership role, combining client engagement, team leadership and and business development within a diverse and established professional services organization offering numerous benefits including Hybrid WFH, autonomy along with a generous remuneration package.

For further information, please contact Shelly on 0413 957 or apply online or to @intlsearchpartners.com

📌 Senior Financial Adviser / Practice Partner (Brisbane)
🏢 International Search Partners
📍 Brisbane