Senior Financial Adviser
5 days ago
Paterson Retirement Planning is a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most. While we provide retirement advice to all Australians, we have a deep understanding of the unique financial challenges and opportunities faced by those in the education and broader public sectors. Our team is known for delivering objective, strategic, and client-first advice. We are currently seeking a Financial Adviser to join our growing team. This role offers the opportunity to take responsibility for an existing client book and contribute meaningfully to our mission. Remuneration will be commensurate with experience. This is a full-time, office-based role located at our Melbourne CBD office. Remote or hybrid arrangements are not available.
About the Role
This is an excellent opportunity for a relationship-driven professional who enjoys guiding clients through complex financial decisions. You'll be supported by a dedicated operations and client service team, allowing you to focus on delivering high-quality advice and building long-term client relationships.
Responsibilities- Deliver holistic financial advice across superannuation, retirement planning, investments and aged care;
- Manage and grow a portfolio of pre-retiree and retiree clients;
- Develop tailored financial strategies aligned with individual goals and life stages;
- Stay informed on legislative and market changes to ensure compliant and relevant advice.
- Collaborate with internal support staff to ensure seamless client service.
- 5+ years of experience as a Financial Adviser;
- Relevant qualifications and registration on the Financial Adviser Register;
- Experience managing a client book;
- Strong strategic thinking and problem-solving skills;
- Experience with defined benefit schemes within Victoria will be highly regarded.
- Ethical, client-first mindset with excellent interpersonal and communication skills.
- Xplan experience is highly regarded but not essential.
#J-18808-Ljbffr
-
Financial Adviser
4 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Financial Adviser
4 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
-
Associate Adviser
2 weeks ago
Melbourne, Victoria, Australia Prime Financial Group Full timeOverviewPeople and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in...
-
Associate Adviser
2 weeks ago
Melbourne, Victoria, Australia Prime Financial Group Full timeOverviewPeople and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in...
-
Associate Adviser
5 days ago
Melbourne, Victoria, Australia Prime Financial Group Full timeOverviewPeople and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational ExcellenceLooking for a motivated and drivenAssociate Adviserto join our Wealth team (2 positions Melbourne & Sydney).This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial...
-
Financial Adviser
2 weeks ago
Melbourne, Victoria, Australia Paterson Retirement Planning Full time1 week ago Be among the first 25 applicantsDirect message the job poster from Paterson Retirement PlanningFinancial Adviser / Director Paterson Retirement PlanningPaterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about...
-
Financial Adviser
2 weeks ago
Melbourne, Victoria, Australia MUFG Pension & Market Services Full timeJoin to apply for the Financial Adviser role at MUFG Pension & Market Services5 days ago Be among the first 25 applicantsJoin to apply for the Financial Adviser role at MUFG Pension & Market ServicesGet AI-powered advice on this job and more exclusive features.A global, digitally enabled business that empowers a brighter future by connecting millions of...
-
Financial Adviser
1 week ago
Melbourne, Victoria, Australia MUFG Pension & Market Services Full timeJoin to apply for the Financial Adviser role at MUFG Pension & Market Services5 days ago Be among the first 25 applicantsJoin to apply for the Financial Adviser role at MUFG Pension & Market ServicesGet AI-powered advice on this job and more exclusive features.A global, digitally enabled business that empowers a brighter future by connecting millions of...
-
Senior Financial Adviser
5 days ago
Melbourne, Victoria, Australia Paterson Retirement Planning Full timeOverviewPaterson Retirement Planning is a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most. While we provide retirement advice to all Australians, we have a deep...
-
Senior Financial Adviser
7 days ago
Melbourne, Victoria, Australia Paterson Retirement Planning Full time $104,000 - $130,878 per yearPaterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...
