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.