Senior Financial Adviser
vor 1 Woche
Overview 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. Qualifications 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
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Financial Adviser
vor 1 Woche
Melbourne, Österreich MUFG Pension & Market Services VollzeitJoin to apply for the Financial Adviser role at MUFG Pension & Market Services 5 days ago Be among the first 25 applicants Join to apply for the Financial Adviser role at MUFG Pension & Market Services Get AI-powered advice on this job and more exclusive features. A global, digitally enabled business that empowers a brighter future by connecting millions of...
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Associate Adviser
vor 1 Woche
Melbourne, Österreich Prime Financial Group VollzeitOverview People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational Excellence Looking 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...
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Financial Adviser
vor 3 Wochen
City of Melbourne, Österreich seek.com.au VollzeitAre you an ambitious and experienced Financial Adviser looking to join a dynamic and client-first advisory based in Mornington in the New Year? This is your opportunity to be part of a well-established, values-driven business offering strong support, a loyal client base, and an exciting growth opportunity. About Us We are a respected financial planning...
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City of Melbourne, Österreich at VollzeitA financial advisory firm is seeking a Senior Associate Adviser in Melbourne to deliver tailored financial advice to high-quality clients. The role involves supporting the advice process, preparing documentation, and maintaining client relationships. Candidates should have a minimum of 5 years’ experience in financial planning, relevant qualifications, and...
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Financial Adviser
Vor 6 Tagen
City of Melbourne, Österreich Link Group VollzeitMUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day. MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the leading administrator for super funds...
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Financial Adviser
Vor 2 Tagen
City of Melbourne, Österreich Strategic Investor Group VollzeitThe Property Prophet | Strategic advice, lending & buying, built around your goals. One team. Your plan. DM \"Property\" to unlock your Unfair Property… Most advisers spend their career inside someone else’s ceiling. At Strategic Investor Group, we’re offering you the chance to own the roof. Who We Are Strategic Investor Group is a Sydney‑based...
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Intrafund Financial Adviser — Direct Customer Impact
vor 3 Wochen
City of Melbourne, Österreich Colonial First State VollzeitA leading financial services company in Melbourne seeks an Adviser - Intrafund to deliver tailored financial advice and support direct customers’ financial wellbeing. The ideal candidate will have FASEA qualifications, proven experience as a Strategic Financial Adviser, and a passion for helping clients achieve their financial freedom. This full-time...
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Senior Associate Adviser
Vor 2 Tagen
City of Melbourne, Österreich at VollzeitThe Role We are looking for a confident and capable Senior Associate Adviser to support the delivery of tailored advice to a loyal base of high‑quality clients. Working closely with a team of experienced Advisers, this role is ideal for someone who brings technical expertise, initiative, and a proactive approach to client service. Key Responsibilities...
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Senior Associate Adviser
vor 6 Stunden
City of Melbourne, Österreich IOOF Holdings Limited VollzeitJoin an ASX listed Wealth Management Organisation Work with experienced Private Wealth Advisers and be part of a team and culture that values people Excellent opportunity to add value in this influential role Ballaratlocation(supporting hybrid / flexible working) Shadforth is an award-winning Australian Wealth Management business, with a history dating back...
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Senior Associate Adviser to Private Wealth
vor 6 Stunden
City of Melbourne, Österreich IOOF Holdings Limited VollzeitA leading financial services organization is seeking a Senior Associate Adviser to join their team in Melbourne. In this role, you will manage advice needs for existing clients and contribute to new client acquisition. Ideal candidates will bring proven experience and possess strong knowledge in financial planning, as well as a passion for mentoring....
