Senior Financial Adviser | Regional NSW | Hybrid / Remote

Catalina Consultants; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid/Remote working

Job summary

Catalina Consultants seeks an experienced Senior Financial Adviser to support clients across regional NSW with tailored financial planning, investments, superannuation and retirement strategies.

The role combines a client-first advisory approach with active business development, building strong referral networks, maintaining regulatory standards, and delivering quality financial guidance across a hybrid Sydney-based framework.

Qualifications

• 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 up-to-date authorisations.
• Strong knowledge of financial planning, investments, superannuation and retirement planning.
• Able to develop new client relationships and expand the practice’s business.

Responsibilities

• 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 referral networks and grow recurring revenue across regional NSW.
• Ensure all advice complies with regulatory requirements and ongoing education obligations.

Skills

Client relationships

Business development

Financial planning

Investments

Superannuation

Retirement planning

Communication skills

Regulatory compliance

Teamwork

Job description

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,