Financial Adviser
7 days ago
Who We Are
At PMP Wealth, we specialise in providing tailored financial strategies to high-net-worth clients, business owners, and professionals. With offices in Collingwood and Greensborough, we work closely with an established accounting firm, giving us a strong referral base and the ability to offer truly integrated advice. Our focus is on long-term relationships, outstanding client outcomes, and creating a supportive environment where advisers can thrive.
You'll step into a client-facing role from day one, managing a book of sophisticated clients while developing new opportunities through referrals.
What You'll Do
- Meet with HNW clients to understand their goals and deliver tailored strategies
- Provide holistic advice across investments, superannuation, retirement, and wealth creation
- Build new opportunities through referrals, networking, and business development
- Work alongside paraplanners, client service staff, and accountants to deliver seamless client outcomes
What We're Looking For
- FASEA compliant
- Minimum 5 years' experience as a Financial Adviser
- Relevant degree qualifications in Financial Planning (or equivalent)
- Proven track record advising HNW clients
- Strong relationship-building and business development skills
- Technically competent across structures, tax strategy, SMSFs, and portfolio construction
- Clear communicator with a proactive, results-driven approach
Why Join PMP Wealth?
- Two office locations – Collingwood and Greensborough
- Access to a strong referral stream through our accounting partnership
- Opportunity to work with sophisticated clients who value trusted advice
- Collaborative and supportive team environment
- Genuine scope to grow your career while making an impact
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