Senior Financial Adviser $150,000-$160,000 plus super | Award-Winning Boutique Firm | MelbourneMust be Process Driven Must enjoy refining processes as industry changesLord of the Flies — turn chaos into process About the EmployerOur client is a multiple award-winning Chartered Accounting and Financial Planning firm, proudly Australian-owned and operating for over 30 years across Melbourne. Known for their integrated and practical financial service solutions, they are committed to helping clients achieve their optimal lifetime financial goals. About the RoleOur client is seeking a process-focused Senior Financial Adviser to join their expanding team.In this role, you will:Deliver detailed strategic financial planning and investment advice to a sustainable and profitable client portfolio.Mentor and support a Provisional (PY) Adviser to ensure their professional development and compliance standards.Collaborate closely with directors on client strategies and firm-wide projects.Contribute to process improvement and uphold the highest standards of advice delivery. Key Responsibilities:Lead client meetings and provide comprehensive financial planning advice.Build and maintain long-term client relationships.Mentor and guide a Provisional (PY) Adviser.Provide oversight and direction to paraplanning and admin staff as required.Develop and implement tailored financial strategies, including modelling and scenario planning.Maintain strong technical knowledge across superannuation, insurance, investments, and estate planning.Ensure compliance with regulatory and legislative requirements. About YouTo be successful in this role, you will bring:Relevant tertiary qualifications in Finance or related discipline.Minimum 10 years' experience as a Financial Adviser.Certified Financial Planner (CFP) designation.Strong technical and analytical expertise in superannuation, insurance, investment planning, and estate planning.Proven experience with Xplan.Proficiency in Microsoft Office Suite, particularly Excel.A process-driven mindset with excellent attention to detail.Strong leadership and mentoring ability.Excellent written and verbal communication skills. What's on Offer$150K-$160K plus superJoin a boutique, award-winning firm with a supportive and collaborative culture.Opportunity to mentor an emerging adviser and shape the quality of advice delivery.Work with an established client base while contributing to the growth of the practice.Put all your processes and work processes into action
