This is a career-defining opportunity for someone eager to learn under expert mentorship, partner with sophisticated clients, and build a successful long-term future in a firm that values professionalism, impact, and meaningful relationships.  

We are looking for an outstanding communicator and a natural relationship builder - a team player who is motivated by growth and excellence.

Whether you’re ready to begin your Professional Year or have recently completed your PY and AR registration, we’d love to connect.

What you'll be doing;

• Prepare for, attend and contribute to client meetings and strategy sessions
• Collaborate on bespoke financial strategies
• Engage in complex advice areas - investments, SMSFs, trusts, tax planning, retirement, and intergenerational wealth
• Conduct investment analysis and support portfolio construction
• Partner with paraplanning, client service teams, and external professionals
• Deliver exceptional service and thoughtful solutions for clients

• Client Relationship Management: Act as the project manager for client engagements - ensuring seamless communication between clients, advisers, specialists and support teams. 
• Strategy Development: Lead preparation for Statements of Advice (SoAs) - preparing advice scopes, strategies and research (with support of internal and external resources). 
• Meeting Support: Prepare strategic aspects of and present in client meetings. 
• Implementation Oversight: Oversee all stages of advice implementation and client administrative requirements, coordinating closely with our offshore administration team. 
• Process Improvement: Continuously review and enhance internal processes to drive efficiency and improve client experience. 

Due to strong business growth, we are seeking a confident and growth-minded Senior Financial Adviser to join our team on a full-time basis.

This is not just a servicing role — it’s a chance to step straight into a business with a strong pipeline of qualified leads, make an immediate impact, and be rewarded for driving growth.

You’ll thrive in our holistic model, collaborating with in-house mortgage and legal divisions so your advice lands faster and more completely.

We’re looking for someone who thrives on meeting new clients, earning their trust, and providing life-changing advice that converts opportunities into long-term relationships, while also managing the ongoing needs of their client base with professionalism and care.

Key Responsibilities

• Meet with qualified new business leads provided by the company and be responsible for engaging them as new clients.
• Utilise exceptional engagement skills to create a memorable financial planning experience for new clients.
• Build rapport quickly, earning trust and creating a lasting client relationship.
• Conduct thorough needs analysis and deliver comprehensive strategies across investments, insurance, superannuation, and more.
• Present advice clearly and articulately, ensuring clients understand the value of advice.
• Collaborate with our paraplanning and admin support teams to minimise administrative burden.
• Manage ongoing client servicing and reviews, maintaining strong and enduring relationships.
• Stay up to date with technical, regulatory, and market developments to provide quality, compliant advice.