Senior Financial Adviser | Growth + Equity Potential

Catalina Consultants; Sydney; Hybrid; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Hybrid working arrangement

Vibe Day

Birthday leave

Reward days over Christmas

Purchase leave scheme

Education support

Development and growth partnership

Equity participation potential

Job summary

Catalina Consultants is seeking a Senior Financial Adviser to manage and grow an established client base across investments, superannuation and retirement planning. You will deliver compliant, high-quality advice while building long-term client relationships within a growing practice.

Join a team focused on client outcomes, professional development and collaboration. The role offers hybrid work, ongoing study support and genuine opportunities for equity participation for the right candidate.

Qualifications

• Minimum 5 years’ experience as a Financial Adviser.
• RG146 compliance and ongoing professional development.
• Strong knowledge of investments, superannuation and insurance.

Responsibilities

• Manage and grow an established client base with strategic, compliant advice.
• Conduct client reviews and deliver tailored advice under Annual Advice Agreements.
• Onboard new clients with a timely, compliant induction and workflow monitoring.

Skills

Client relationships

Financial advice

Communication skills

Team player

Education

RG146 compliant (DFP 1-8)

CFP / Master of FP / FFP in progress

Job description

Senior Financial Adviser | Growth + Equity Potential

The CompanyOur client is a respected financial planning practice that puts genuine relationships at the heart of its work. The team takes a client-first approach, working closely with clients to understand their goals and deliver tailored strategies. Backed by a leading national advice group and in a strong period of growth, this is a collaborative, values-driven business that invests in its people and clients.

You’ll join a team of experienced Advisers and support professionals committed to delivering strong, compliant client outcomes, with genuine long-term opportunities for career growth and development.

Culture & Benefits

• Hybrid working arrangement (2 days WFH) after successfully completing probation
• Annual "Vibe Day" + birthday leave + 3 extra reward days over Christmas closure
• Purchase leave scheme and formal study and education support
• Genuine development and growth partnership
• Potential equity participation for the right candidate

The Opportunity

We're looking for a Senior Financial Adviser with strong commercial acumen to manage and grow an established client base while supporting new clients. You’ll provide high-quality, compliant advice across investments, superannuation, retirement planning, wealth creation and insurance, while building long-term client relationships and contributing to the continued success of the practice.

Working closely with the broader advice and support team, you’ll have the opportunity to make a meaningful contribution to the practice’s future direction and succession planning.

Key Responsibilities

Client Relationship Management

• Manage and grow an established client base through high-quality, strategic advice
• Conduct client reviews and deliver tailored advice that meets Annual Advice Agreements
• Professionally onboard new clients, ensuring a timely and compliant induction experience.

Business Growth

• Generate new business through referrals, professional networks and Centres of Influence
• Achieve agreed sales, revenue and activity targets
• Contribute to initiatives that improve productivity, client service and efficiency.

Compliance & Development

• Stay current on markets, economic trends and legislative changes.
• Maintain compliance with all licensee policies, advice requirements, and Continuing Professional Education obligations
• Collaborate with the broader advice and support team, while monitoring workflow, sales and revenue performance.

About You

• Minimum 5 years’ experience as a Financial Adviser
• Motivated and ambitious, with a genuine desire to build a long-term career within a growing business
• Strong team player who aligns with the organisation’s values
• RG146 compliant (DFP 1-8), working towards CFP, Master of Financial Planning or FFP; FASEA compliant
• Strong technical understanding of investment products, superannuation, insurance and relevant legislation
• Strong relationship management and communication skills, with a professional approach
• Genuine interest in financial markets, investment strategies and economic trends

If you're an experienced Adviser ready to build a long-term career and make a genuine impact in a growing, values-driven practice,