Financial Adviser

1 week ago Be among the first 25 applicants

Direct message the job poster from Paterson Retirement Planning

Financial Adviser / Director Paterson Retirement Planning

Paterson 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 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 aFinancial Adviserto 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.

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. This is a full-time, office-based role located at our Melbourne CBD office. Remote or hybrid arrangements are not available.

Key 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.

Skills and Experience

• 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.

Interested?

If you're ready to make a meaningful impact and grow with a values-driven firm, we'd love to hear from you.

Applications or enquiries can be directed to info@plantoretire.com.au.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

Referrals increase your chances of interviewing at Paterson Retirement Planning by 2x

Sign in to set job alerts for "Financial Advisor" roles.

Melbourne, Victoria, Australia 6 days ago

Melbourne, Victoria, Australia 2 weeks ago

Hawthorn, Victoria, Australia A$110,000.00-A$143,000.00 1 week ago

Melbourne, Victoria, Australia 4 months ago

2026 Graduate Program, Economic & Financial Consulting, Melbourne

Melbourne, Victoria, Australia 4 weeks ago

Cheltenham, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 2 days ago

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 3 weeks ago

Fitzroy North, Victoria, Australia 6 days ago

Melbourne, Victoria, Australia A$220,000.00-A$250,000.00 1 week ago

Melbourne, Victoria, Australia A$160,000.00-A$180,000.00 6 days ago

Box Hill, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 2 weeks ago

Expression of Interest - Restructuring (National)

Melbourne, Victoria, Australia 1 week ago

West Melbourne, Victoria, Australia 4 weeks ago

Financial Hardship & Vulnerability Specialist

Melbourne, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 1 week ago

Doncaster, Victoria, Australia 3 weeks ago

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 1 week ago

Southbank, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 3 months ago

Senior Consultant - Corporate Tax Advisory (Financial Services)

Melbourne, Victoria, Australia 2 weeks ago

Melbourne, Victoria, Australia 1 week ago

Senior Consultant or Manager - Banking Financial Risk

Melbourne, Victoria, Australia 1 week ago

Melbourne, Victoria, Australia 1 week ago

Consultant and Senior Consultant - Technology Risk - Financial Services

Melbourne, Victoria, Australia 4 weeks ago

Analyst/Experienced Analyst | Financial Services | Regulatory Audit | Melbourne & Sydney

Melbourne, Victoria, Australia 1 month ago

Melbourne, Victoria, Australia 7 hours ago

Melbourne, Victoria, Australia 1 month ago

Melbourne, Victoria, Australia 2 weeks ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

---