Description

Are you an experienced Financial Planner ready to step into a senior role where you lead and grow a substantial existing client base? We’re seeking a commercially strong adviser who thrives on deep relationship management, strategic client engagement and driving long-term financial outcomes.

This is an exciting opportunity for a seasoned planner keen to own and nurture a large portfolio, mentor junior advisers, and contribute to a high-performing advice environment.

What You’ll Do
Take ownership of a large, well-established client base
Deliver tailored financial advice across wealth creation, retirement, superannuation and risk management
Build long-term trusted relationships and deepen client engagement
Lead and coach junior advisers on best practice advice and client service
Maintain compliance with regulatory and professional standards

About You
5+ years’ experience as a Financial Planner / Adviser
Proven ability to manage a significant book of business and deliver outcomes
Strong client relationship and retention skills
Commercially focused and proactive in driving client value
Relevant Australian financial planning qualifications and licensing

What’s On Offer
Leadership responsibility with a large client base
Supportive professional environment with advisory resources
Competitive remuneration with performance incentives
Opportunity to shape client engagement and service strategy