Senior Financial Adviser | Regional NSW | Hybrid / Remote

Catalina Consultants; Canberra; Híbrido; AUD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible hybrid/remote

Travel to meet clients

Incentives for new business

Descripción de la vacante

Catalina Consultants is seeking a Senior Financial Adviser to join our regional NSW practice. The role is offered on a hybrid or remote basis with travel to meet clients as required, supporting long-term client relationships and responsible for growing an advisory portfolio.

You will develop tailored financial strategies, work within a supportive national network, and focus on regional client needs including business owners and high-net-worth individuals.

Formación

• 8+ years of experience as a Financial Adviser.
• Experience advising regional clients, business owners and high-net-worth families.
• Registered on the ASIC Financial Advisers Register with up-to-date authorisations.
• Strong technical knowledge of financial planning, investments, superannuation and retirement planning.
• Proven ability to build client relationships and generate new business.
• Proactive business development with strong commercial acumen.
• Excellent communication and client-focused interpersonal skills.

Responsabilidades

• Manage and develop client relationships with tailored financial advice.
• Conduct regular client reviews and provide ongoing advice.
• Build trust through proactive communication and personalised approach.
• Generate new business through referrals and professional networks.
• Expand client base across regional NSW and surrounding communities.

Conocimientos

Client relationships

Business development

Regulatory compliance

Financial planning knowledge

Communication

Educación

ASIC Financial Adviser registration

Financial planning qualifications

Descripción del empleo

Senior Financial Adviser | Regional NSW | Hybrid / Remote

The Company

Our client is an established financial planning practice with a long-standing presence in regional NSW. The practice has built trusted relationships with clients across regional NSW, providing personalised financial advice tailored to their long-term goals. Now backed by a larger professional services group, the business combines the personal approach and established client relationships of a regional practice with the support, resources and broader network of a larger organisation. As the practice enters its next phase of growth, this presents an exciting opportunity to join an established business with a strong foundation and long-term potential.

Culture & Benefits

• Flexible hybrid or remote working, with travel to meet clients as required.
• Join an established practice with 30+ years of experience and strong backing from a larger group.
• Build long-term client relationships in a supportive team.
• Earn additional cash incentives for new business generated.

The Opportunity

We’re looking for an experienced Senior Financial Adviser with strong technical expertise and commercial acumen to provide tailored financial advice and identify opportunities to expand the practice’s business. You’ll take an active role in developing new client relationships, building referral networks and supporting clients across their financial journey. This role is ideal for an adviser who combines a client-first approach with the drive to grow a successful advisory portfolio.

Key Responsibilities

Client Relationships & Advice

• Manage and develop client relationships, providing tailored financial advice aligned with clients’ financial goals.
• Conduct regular client reviews and provide ongoing advice and support.
• Build trust with clients through proactive communication and a personalised approach.

Business Development

• Generate new business through referrals, professional networks and Centres of Influence.
• Identify opportunities to expand the client base and grow recurring revenue.
• Develop new professional connections and drive business growth across regional NSW and surrounding communities.

Compliance & Professional Standards

• Stay current on markets, economic trends and legislative changes.
• Ensure all advice complies with regulatory requirements, professional standards and ongoing education obligations.
• Work collaboratively with the broader team to support quality advice delivery and the continued growth of the practice.

About You

• Ideally 8+ years of experience as a Financial Adviser.
• Experience advising regional clients, business owners and high-net-worth families is highly regarded.
• Currently registered on the ASIC Financial Advisers Register, with relevant qualifications and up-to-date authorisations.
• Strong technical knowledge of financial planning, investments, superannuation and retirement planning.
• Proven ability to build client relationships and generate new business.
• Strong commercial acumen and a proactive approach to business development.
• Excellent communication and interpersonal skills, with a client-focused approach.
• Ability to work independently while collaborating effectively with a broader team.

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