Senior Financial Adviser $150,000-$160,000 plus super | Award-Winning Boutique Firm | Melbourne Must be Process Driven Must enjoy refining processes as industry changes About the Employer Our client is a multiple award-winning Chartered Accounting and Financial Planning firm, proudly Australian-owned and operating for over 18 years across Melbourne and interstate. Known for their integrated and practical financial service solutions, they are committed to helping clients achieve their optimal lifetime financial goals. With a growing network of high-quality professionals, they continue to expand their reputation as a trusted and innovative partner in financial advice. About the Role Our 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 You To be successful in this role, you will bring: Relevant tertiary qualifications in Finance or related discipline. Minimum 5 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 super Join 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. Additional information This team has the high attention to detail adviser, the salesperson adviser We now need the process driven Adviser Mentoring Opportunities
