Senior Manager / Senior Financial Adviser - Financial Services, Canberra

The Birdanco Practice Trust; Canberra; Presencial; AUD 180.000 - 260.000; Jornada completa

Descripción de la vacante

RSM Australia is seeking an experienced Senior Manager / Senior Financial Adviser to take a key leadership role in Canberra's Financial Services practice. You will inherit an established client portfolio and lead a growing local team.

The role offers a clear pathway toward Director and Partner, with opportunities to expand services across the broader RSM business in Canberra.

Formación

• This opportunity will suit an experienced financial adviser who combines strong technical capability with leadership skills and commercial awareness.
• You will be confident managing sophisticated client relationships while developing people and growing a business.

Responsabilidades

• Lead and develop the Canberra Financial Services team, creating a high-performing local practice.
• Manage and develop an established portfolio of Financial Services clients.
• Provide high-quality strategic financial advice tailored to clients' circumstances and objectives.
• Build trusted, long-term relationships with existing and prospective clients.
• Identify opportunities to grow the client portfolio and Canberra Financial Services business.
• Collaborate across RSM to provide access to broader professional services.
• Mentor and develop team members and ensure regulatory compliance and high-quality client outcomes.
• Contribute to business development and profile-building within the Canberra market.

Conocimientos

Financial advice

Wealth management

Team leadership

Client relationships

SMSF experience

Educación

Appropriate qualifications and authorisations

Descripción del empleo

OUR VALUE PROPOSITION

At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values - integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

Who we are:

RSM Australia is a member of RSM, the world's 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.

About the role:

OUR VALUE PROPOSITION

At RSM, our purpose is to instil confidence in a world of change for both our clients and our people.

RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.

Our value proposition is our commitment to you. It highlights the experiences, benefits and value that you can expect as part of RSM. This is underpinned by our three values: integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.

Who we are

RSM Australia is a member of RSM, the world's 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years' experience supporting Australian businesses. We believe in putting people first and are proud to have developed a culture that fosters growth, collaboration and success.

About the role

We are looking for an experienced Senior Manager / Senior Financial Adviser to take a key leadership role within our Financial Services practice in Canberra.

This is a significant opportunity for an established adviser who is ready to take ownership of an existing client portfolio, lead and develop a growing local team, and play an important role in the continued growth of RSM Financial Services in the Canberra market.

You will inherit an established client portfolio generating approximately $300,000 to $400,000 in annual revenue, working with a diverse client base including professionals, SMEs and self-managed super fund clients.

Importantly, this is more than a client servicing role. You will provide leadership to the Canberra team, build strong relationships across the broader RSM business and help identify opportunities to grow the Financial Services practice locally.

For the right person, the opportunity offers a clear longer-term career pathway towards Director and ultimately Partner.

Key Responsibilities

In this role, you will:

• - Lead and develop the Canberra Financial Services team, creating a high-performing and collaborative local practice.


• - Manage and develop an established portfolio of Financial Services clients.


• - Provide high-quality strategic financial advice tailored to clients' individual circumstances and objectives.


• - Build trusted, long-term relationships with existing and prospective clients.


• - Identify opportunities to grow both the client portfolio and the broader Canberra Financial Services business.


• - Work collaboratively across RSM to identify opportunities to provide clients with access to the firm's broader professional services capability.


• - Mentor and develop team members, supporting their technical and professional growth.


• - Maintain a strong focus on regulatory compliance, professional standards and high-quality client outcomes.


• - Contribute to business development, networking and profile-building activities within the Canberra market.

The position is intended to lead a Canberra team.

About you:

This opportunity will suit an experienced financial adviser who combines strong technical capability with genuine leadership skills and commercial awareness.

You will be confident managing sophisticated client relationships while also having the ability and desire to develop people and grow a business.

Ideally, you will bring:

• - Significant experience within financial advice, wealth management or a related Financial Services environment.


• - More than five years demonstrated team leadership experience.


• - A strong track record of managing and developing client relationships.


• - Experience advising professional, SME and/or self-managed super fund clients.


• - Appropriate qualifications and authorisations to