Senior Financial Adviser — Autonomy, Growth & Client Impact

QIX Consulting Group

Melbourne

On-site

AUD 90,000 - 150,000

Full time

2 days ago
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Job summary

QIX Consulting Group in Melbourne is seeking an experienced Financial Adviser to join its Melbourne team. You will independently manage client relationships, deliver high-quality strategic advice and contribute to the growth of the practice.

This opportunity offers autonomy, strong earning potential and a structured 12-month development plan focused on client growth, revenue development and long-term career progression.

Qualifications

  • Must have proven experience as a Financial Adviser
  • Ideally 5+ years’ industry experience
  • Experience managing own client portfolio
  • Strong knowledge across superannuation, investments, retirement strategies, insurance
  • Excellent client-facing, communication and relationship-management skills
  • Ability to work independently and take ownership of client outcomes
  • Strong commercial awareness and business development
  • Relevant financial planning qualifications and adviser credentials
  • High attention to detail and understanding of compliance requirements

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

Skills

Financial Adviser
Portfolio management
Client communication
Business development
Compliance knowledge
Independent worker

Education

Financial planning credentials
Adviser credentials

Job description

QIX Consulting Group in Melbourne is seeking an experienced Financial Adviser to join its Melbourne team. You will independently manage client relationships, deliver high-quality strategic advice and contribute to the growth of the practice.

This opportunity offers autonomy, strong earning potential and a structured 12-month development plan focused on client growth, revenue development and long-term career progression.

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