Senior Financial Adviser

Profile Financial Services; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible hybrid working

Collaborative team culture

Job summary

Profile Financial Services is seeking a Senior Financial Adviser to take ownership of established client relationships and deliver quality, outcomes-focused financial advice. You will work with advisers, paraplanners and technical specialists to drive growth while maintaining high professional standards.

The role offers a flexible hybrid working arrangement and an opportunity to shape the future direction of the advice business within a reputable, growing firm.

Qualifications

• 8+ years' experience providing comprehensive financial advice.
• Current FAR registration.
• Relevant adviser standards qualifications.

Responsibilities

• Manage and grow a portfolio of established client relationships.
• Develop and present sophisticated financial advice strategies tailored to client needs and goals.
• Build trusted, long-term relationships with high-value clients.
• Identify opportunities to deepen client engagement and create additional value.
• Work closely with advisers, paraplanners and technical specialists to deliver outstanding outcomes.
• Mentor and support developing advisers within the business.
• Take initiative in identifying opportunities to improve client outcomes and business performance.
• Contribute to the continued growth and success of the firm.
• Play a key role in shaping the future direction of the advice business.

Job description

You've built a successful career in financial advice. Now it's time to take the next step. Join Profile Financial Services as a Senior Financial Adviser and work with quality clients, deliver meaningful advice outcomes, and play a key role in the growth of a respected and expanding advice firm.

We're seeking a commercially minded, relationship-driven adviser who combines strong technical expertise with genuine care for clients and is motivated by making a lasting impact. This is an opportunity to take ownership of established client relationships, enjoy a high degree of autonomy, influence strategic client outcomes, and contribute to the future success of the business.

Key responsibilities

Manage and grow a portfolio of established client relationships.

Develop and present sophisticated financial advice strategies tailored to client needs and goals.

Build trusted, long-term relationships with high-value clients.

Identify opportunities to deepen client engagement and create additional value.

Work closely with advisers, paraplanners and technical specialists to deliver outstanding outcomes.

Mentor and support developing advisers within the business.

Take initiative in identifying opportunities to improve client outcomes and business performance.

Contribute to the continued growth and success of the firm.

Play a key role in shaping the future direction of the advice business.

About you

A minimum of 8 years' experience providing comprehensive financial advice.

Current FAR registration.

Relevant qualifications that meet adviser standards.

A proven track record of building and maintaining strong client relationships.

Strong commercial acumen and business development capability.

Excellent communication and stakeholder management skills.

A commitment to delivering outstanding client outcomes and acting in clients' best interests.

High levels of professionalism, integrity and personal accountability.

The ability to work autonomously while contributing positively to a team culture.

A proactive, self-driven approach with the initiative to identify opportunities and achieve results.

Ambition to continue growing professionally and contribute to a high-performing business.

A passion for building lasting client relationships and helping clients achieve financial confidence and long-term success.

Established and growing advice business with a strong reputation.

Quality client relationships and strategic advice opportunities.

Competitive remuneration

Flexible hybrid working arrangements.

Supportive, collaborative and high-performing team culture.

Opportunity to make a genuine impact and help shape the future of the business.

About us

At Profile Financial Services, you'll be supported by experienced professionals, quality systems and a collaborative culture that values accountability, growth and excellence. We're building a business focused on delivering exceptional client outcomes while creating opportunities for our people to thrive professionally and personally. If you're looking for a role where your expertise is valued, your ambition is supported and your impact can be significant, we'd love to hear from you.