Senior Financial Adviser

QIX Consulting Group; Melbourne; Sur place; AUD 90 000 - 130 000; Plein temps

Résumé du poste

QIX Consulting Group, Melbourne, is seeking an experienced Financial Adviser to manage a growing client portfolio and deliver strategic financial advice across superannuation, investments, retirement planning and insurance.

You will work with a supportive team to grow the practice, take ownership of client outcomes and benefit from a clear 12-month development plan aimed at client growth and revenue expansion.

Qualifications

• Proven track record in financial planning and wealth management desired.
• Strong client-facing communication and relationship-management skills.
• Solid understanding of compliance requirements and documentation standards.
• Experience managing own client portfolio and delivering end-to-end advice.

Responsabilités

• Manage and develop a portfolio of new and existing clients.
• Deliver comprehensive strategic financial advice across the end-to-end process.
• Build long-term client relationships and act as their trusted adviser.
• Conduct client meetings, reviews and ongoing strategy discussions.
• Develop tailored strategies across superannuation, investments, retirement planning, insurance and broader wealth management.
• Collaborate with paraplanning, administration and implementation teams.
• Identify opportunities to deepen client relationships and grow the portfolio.
• Support onboarding and conversion of new clients.
• Contribute to growth and development of the advice business.

Connaissances

Client relationship management

Financial planning

Independent work

Compliance knowledge

Wealth management

Formation

Financial planning qualifications

Adviser credentials

Description du poste

Salary open depending on experience – highly competitive and negotiable

Permanent Opportunity | Wealth Management

QIX Consulting Group is partnering with a growing and well-established financial advice business seeking an experienced Financial Adviser to join its Melbourne team.

With continued growth planned, the business is looking for an accomplished Adviser who can independently manage client relationships, provide high-quality strategic advice and contribute to the ongoing growth of the practice.

This opportunity would suit an Adviser who already manages their own client portfolio and is looking for greater autonomy, strong earning potential, genuine career progression and a supportive environment with a focus on work-life balance.

We’re Hiring: Financial Adviser

Melbourne

Key Responsibilities

• Manage and develop a portfolio of new and existing clients
• Deliver comprehensive strategic financial advice across the end-to-end advice process
• Build strong, long-term relationships with clients and act as their trusted Adviser
• Conduct client meetings, reviews and ongoing strategy discussions
• Develop tailored strategies across superannuation, investments, retirement planning, insurance and broader wealth management
• Work closely with paraplanning, administration and implementation teams
• Identify opportunities to deepen existing client relationships and grow the client portfolio
• Support the onboarding and conversion of new clients
• Maintain high standards of compliance, documentation and client service
• Contribute to the broader growth and development of the advice business

What We’re Looking For

• Proven experience as a Financial Adviser within financial planning, wealth management or private wealth
• Ideally 5 + years’ relevant industry experience
• Demonstrated experience managing your own client portfolio
• Strong technical knowledge across superannuation, investments, retirement strategies, insurance and wealth creation
• Excellent client-facing, communication and relationship-management skills
• Ability to work independently and take ownership of client outcomes
• Strong commercial awareness and a proactive approach to business development
• Relevant financial planning qualifications and appropriate adviser credentials
• High attention to detail and a strong understanding of compliance requirements
• Professional, collaborative and client-focused approach

Career & Growth Opportunity

The business offers a strong platform for an experienced Adviser looking to build a long-term career within a growing wealth management environment.

The successful candidate will have the opportunity to take ownership of their client portfolio, further develop their advice capability and participate in a structured 12-month business and development plan focused on client growth, revenue development and long-term career progression.

There is also scope for increased responsibility and broader opportunities within the business as it continues to grow.

This is an excellent opportunity for an experienced Financial Adviser seeking greater autonomy, strong earning potential, career progression and a genuine work-life balance.

Diversity & Inclusion

We are committed to fostering a diverse and inclusive workplace and encourage applications from all backgrounds.

Sterk Advisory Pty Ltd trading as QIX Consulting Group