Senior Financial Adviser Lead: High-Value Clients & Team …, Melbourne

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 cooperative 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
- 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 #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rs92b