Senior Client Adviser

15 hours ago

Perth, Western Australia beBeeFinancial Full time $120,000 - $150,000

We are seeking a Financial Adviser to join our expanding team due to sustained growth and a strong influx of new clients. This role is part of a structured adviser succession plan, with the incoming adviser taking over a well-established client base built over many years.

About this Opportunity

This is a relationship-focused role with no sales targets; success and bonus is measured by the retention of existing clients, not new business acquisition.

  • Take over an existing, high-quality client portfolio with warm handover.
  • Receive mentorship from a Senior Adviser.
  • Full support from our dedicated client services and paraplanning team.
  • Clear, transparent pathway to becoming a Partner and equity owner within 3-5 years.
  • Flexible work arrangements and a collaborative culture that values long-term advice.
Responsibilities
  • Manage and deepen relationships with existing clients.
  • Independently conduct client meetings and present solutions alongside a Principal Adviser.
  • Coordinate with accountants, fund managers, and other professionals for best outcomes.
  • Maintain regulatory compliance and progress your CPD.
  • Leverage software for advice documentation and paraplanning workflows.
Requirements
  • Possesses strong interpersonal skills with a demonstrated ability to engage with and influence people.
  • Has experience in a client-facing financial advice role, such as:
    • A financial adviser with several years of experience who is seeking a long-term opportunity with a firm they can grow with.
    • An associate adviser who has spent significant time in client meetings alongside a senior adviser and is now ready to take the next step toward independence and building their own client base with support and mentorship.
  • Is passionate about long-term client care and committed to ongoing professional development.
  • Is confident in developing and delivering comprehensive advice strategies across wealth creation, retirement planning, investments, Centrelink and more.
  • Has a solid understanding of financial planning software.

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