Senior Financial Advisor (Essendon)

Lead an Established Advice Team | High-Quality Client Base | $185K-$200K Package Do you want to work in Corporate but family feel.... with no turnover
- Manage Clients, Teams and be part of a professional workplace
- $185K
- $200K Package
- Do Not Miss Out Senior Financial Adviser Manager Lead an Established Advice Team | High-Quality Client Base | $185K-$200K Package Do you want to work in Corporate but family feel.... with no turnover? Answered Yes.....Apply Now An exciting opportunity exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business. This role is ideal for a senior adviser who enjoys both client engagement and team leadership, with the opportunity to manage an existing portfolio while mentoring and supporting a high-performing advice team. 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
- Established recurring revenue portfolio
- Strong 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 Do not miss this opportunity DM or call Carolina Castillo on 0412740090. Apply on Kit Job: kitjobau.com/job/3psz7u