Head of Financial Planning

21 hours ago

Melbourne, Victoria, Australia Advice2Talent Full time $200,000 - $250,000 per year

Senior Financial Adviser - Head of Wealth Division

  • $190K + super + bonuses + Equity
  • Cosmopolitan Location South Melbourne / You may be able to see Albert Park from your window
  • State of A Grade offices
  • Do you thrive in structured environments, leading a team, and driving client outcomes through process and strategy?

About the Client

Our client is a second-generation, family-owned, with a corporate structure of board of Director, and CEO this multidisciplinary practice offering:

  • Tax & Accounting
  • Financial Advisory
  • Lending & SMSF
  • Business Advisory & Bookkeeping

With a strong focus on business owners and High Networth Individuals, the practice has built a reputation for long-term relationships, high standards, and client-first service.

About the Role

As Head of Wealth/Senior Financial Adviser, you will lead the Financial Advisory team and oversee the delivery of holistic advice.

Key responsibilities include:

  • Managing and mentoring the advisory team
  • Mentor a Provisional Advisor
  • Providing goals-based advice and caring deeply about client outcomes
  • Using financial modelling to inform strategies and investment decisions
  • Servicing an existing book of ~140 fee-for-service clients, with strong referral pipelines (no need for prospecting)
  • Conducting review and select new client meetings
  • Reviewing ROAs/SOAs for compliance and accuracy
  • Leveraging a support team: Associate Adviser, offshore paraplanners, and admin staff
  • Driving process improvements to adapt to industry change and maintain efficiency

To Be Successful

  • Experienced Senior Financial Adviser within a holistic, multidisciplinary practice
  • If you have undertaken the path from paraplanner, Associate Adviser to Financial Adviser it will be highly regarded
  • FASEA compliant
  • Strong modelling skills on xplan
  • Strong technical skills with the ability to deliver complex advice
  • Process-oriented and commercially minded
  • A natural leader who can mentor and motivate others
  • Client-first with strong interpersonal and communication skills

What's On Offer

  • $190K + super + Commission + Equity
  • Direct collaboration with the Managing Director & CEO
  • Clear career path with equity opportunities
  • Professional development and mentoring support
  • Systemised workflow, established processes, and strong admin/paraplanning backing
  • Team-building events and a collaborative, values-driven culture

Contact
Carolina Castillo
for a confidential discussion or send a DM.

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