Senior Financial Adviser - Retirement & Super Planning

Paterson Retirement Planning; Melbourne; On-site; AUD 70,000 - 120,000; Full time

Job summary

A financial planning firm located in Melbourne is seeking a Financial Adviser to manage an existing client book and provide holistic financial advice. The ideal candidate will have over 5 years of experience and relevant qualifications. This full-time role requires strong interpersonal skills, strategic thinking, and the ability to guide clients through complex financial decisions. The position is office-based with no remote options available.

Qualifications

• 5+ years of experience as a Financial Adviser.
• Experience managing a client book.
• Experience with defined benefit schemes within Victoria will be highly regarded.

Responsibilities

• Deliver holistic financial advice across superannuation, retirement planning, investments, and aged care.
• Manage and grow a portfolio of pre-retiree and retiree clients.
• Develop tailored financial strategies aligned with individual goals and life stages.
• Stay informed on legislative and market changes to ensure compliant and relevant advice.
• Collaborate with internal support staff to ensure seamless client service.

Skills

Relationship management

Strategic thinking

Problem solving

Excellent communication

Education

Relevant financial qualifications

Registration on Financial Adviser Register

Tools

Xplan

Job description

A financial planning firm located in Melbourne is seeking a Financial Adviser to manage an existing client book and provide holistic financial advice. The ideal candidate will have over 5 years of experience and relevant qualifications. This full-time role requires strong interpersonal skills, strategic thinking, and the ability to guide clients through complex financial decisions. The position is office-based with no remote options available.