Senior Financial Adviser: Inherited Book & Growth

RGIT Australia; Perth; On-site; AUD 90,000 - 130,000; Full time

Job summary

Coastal Advisory Australia is seeking an experienced Financial Adviser to take over an established portfolio, delivering high-quality financial advice and building trusted client relationships. You will work with a supportive team, focusing on holistic strategies across wealth creation, retirement planning, and personal insurance.

You will join a growing national firm with marketing and business development support, enabling you to grow your portfolio through referrals while maintaining high

Qualifications

• Current ASIC Financial Adviser registration (or eligibility to provide personal financial advice in Australia).
• Relevant qualifications that meet the Financial Adviser education standards.
• Strong technical knowledge and advice capability.
• Excellent relationship-building and communication skills.
• A commercial mindset with a genuine commitment to client outcomes.
• A collaborative approach and willingness to contribute to a positive team culture.

Responsibilities

• Manage and develop an established portfolio of clients.
• Build trusted, long-term client relationships.
• Provide strategic financial advice across wealth creation, retirement planning, superannuation, investments and personal insurance.
• Identify opportunities to deepen client relationships and deliver additional value.
• Collaborate with lending, accounting, aged care and insurance specialists to provide holistic advice solutions.
• Maintain the highest standards of compliance, professionalism and client care.
• Contribute to a culture of continuous improvement and collaboration.

Skills

ASIC registration

Financial Adviser qualifications

Technical knowledge

Relationship building

Commercial mindset

Collaborative approach

Education

Financial Adviser education standards

Qualifications meeting education standards

Job description

Coastal Advisory Australia is seeking an experienced Financial Adviser to take over an established portfolio, delivering high-quality financial advice and building trusted client relationships. You will work with a supportive team, focusing on holistic strategies across wealth creation, retirement planning, and personal insurance.

You will join a growing national firm with marketing and business development support, enabling you to grow your portfolio through referrals while maintaining high