Senior Financial Adviser

Paterson Retirement Planning; Melbourne; On-site; AUD 70,000 - 120,000; Full time

Job summary

A financial planning firm located in Melbourne is seeking a Financial Adviser to manage an existing client book and provide holistic financial advice. The ideal candidate will have over 5 years of experience and relevant qualifications. This full-time role requires strong interpersonal skills, strategic thinking, and the ability to guide clients through complex financial decisions. The position is office-based with no remote options available.

Qualifications

• 5+ years of experience as a Financial Adviser.
• Experience managing a client book.
• Experience with defined benefit schemes within Victoria will be highly regarded.

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.

Skills

Relationship management

Strategic thinking

Problem solving

Excellent communication

Education

Relevant financial qualifications

Registration on Financial Adviser Register

Tools

Xplan

Job description

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.