Base pay range A$190,000.00/yr - A$190,000.00/yr Founder @ Advice2Talent | Award Winner Recruiter|Connecting businesses with Financial Advisory talent in Australia /New Zealand and Philippines | Senior Financial Adviser - Head of Wealth Division $190K + super + bonuses + Equity Cosmopolitan Location South Melbourne / You may be able to see Albert Park from your window State of A Grade offices Do you thrive in structured environments, leading a team, and driving client outcomes through process and strategy? About the Client Our client is a second-generation, family-owned, with a corporate structure of board of Director, and CEO this multidisciplinary practice offering: Tax & Accounting Lending & SMSF Business Advisory & Bookkeeping With a strong focus on business owners and High Networth Individuals, the practice has built a reputation for longterm relationships, high standards, and clientfirst service. About the Role As Head of Wealth/Senior Financial Adviser, you will lead the Financial Advisory team and oversee the delivery of holistic advice. Key responsibilities Managing and mentoring the advisory team Providing goalsbased advice and caring deeply about client outcomes Using financial modelling to inform strategies and investment decisions Servicing an existing book of ~140 feeforservice clients, with strong referral pipelines (no need for prospecting) Conducting review and select new client meetings Reviewing ROAs/SOAs for compliance and accuracy Leveraging a support team: Associate Adviser, offshore paraplanners, and admin staff Driving process improvements to adapt to industry change and maintain efficiency To Be Successful Experienced Senior Financial Adviser within a holistic, multidisciplinary practice If you have undertaken the path from paraplanner, Associate Adviser to Financial Adviser it will be highly regarded FASEA compliant Strong modelling skills on xplan Strong technical skills with the ability to deliver complex advice Processoriented and commercially minded A natural leader who can mentor and motivate others Clientfirst with strong interpersonal and communication skills Whats On Offer Direct collaboration with the Managing Director & CEO Clear career path with equity opportunities Professional development and mentoring support Systemised workflow, established processes, and strong admin/paraplanning backing Teambuilding events and a collaborative, valuesdriven culture Contact Carolina Castillo for a confidential discussion or send a DM. #J-18808-Ljbffr
Job Title
Head of Financial Planning