The opportunity
An established advice firm in the heart of Melbourne is appointing a Senior Financial Advisor to take ownership of a mature client book. This is an on-site role, ideal for an adviser who values a collaborative office and direct access to paraplanning and leadership.
What you’ll do
- Manage and grow a portfolio of established advice relationships.
- Deliver holistic strategy across investments, super, retirement and protection.
- Present Statements of Advice with paraplanning support.
- Maintain compliance with Best Interests Duty and the firm’s advice framework.
- Mentor junior advisers and contribute to the office culture.
What you’ll bring
- Full adviser authorisation, FASEA exam complete and an approved degree.
- Several years advising retail and affluent clients.
- Strong technical and relationship skills.
- A preference for an engaged, on-site team environment.
Why this role
- An established client book from day one.
- Central Melbourne office with strong support.
- Clear progression and a stable, respected firm.
About the employer
Our client is an established Melbourne advice firm with a loyal client base and a close, collaborative office culture. Aussie Talent Group is partnering with them on this appointment.