Senior Wealth Adviser - Partnership Opportunity

International Search Partners; Brisbane; Hybrid; AUD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model

Autonomy

Generous remuneration package

Job summary

International Search Partners in Brisbane seeks a Senior Financial Adviser to manage a premium portfolio of affluent clients and SME owners. You will work with the professional services team to deliver trusted financial planning and contribute to wealth management growth.

The ideal candidate has 7+ years of experience, strong leadership, SMSF knowledge, and excellent communication. You will mentor staff, lead initiatives with Partners, and help drive business growth while ensuring regulatory

Qualifications

• 7+ years delivering comprehensive advice to affluent clients and SMEs.
• Strong leadership skills and experience leading teams.
• Extensive SMSF and regulatory knowledge.
• Excellent communication and client relationship abilities.
• A commercial mindset focused on growth and objectives.
• Ability to collaborate across office and partners.

Responsibilities

• Manage an established client portfolio of high net-worth and affluent business clients.
• Identify new business through relationships with Accounting, Lending, and Insurance teams.
• Provide tailored, high-value financial planning services to clients.
• Contribute to Wealth Management growth and mentor team members.
• Collaborate with Partners to develop new business initiatives, including AI-driven processes.
• Maintain strong technical knowledge and ensure regulatory compliance.

Skills

Financial Advice

Leadership

Relationship Building

SMSF Knowledge

Regulatory Compliance

Business Development

Communication

Education

Tertiary qualification in financial services

Job description

International Search Partners - Brisbane QLD

An exciting opportunity is available within a highly regarded and successful national Financial Services group who has experienced continuous grown organically and through acquisition. With a dedicated team of Advisers and support staff in the Brisbane office, we are seeking to appoint a Senior Financial Adviser to manage a premium portfolio consisting of affluent and high networth individuals and successful business owners.

Working closely with the professional services team, your position will deliver trusted advice and a valued service whilst contributing to the ongoing growth and success of the Wealth Management business.

Your key responsibilities will include:

• Manage an established client portfolio consisting of high networth and affluent business clients.
• Identify new business through building and strengthening relationships and collaborating with the Accounting, Lending, Insurance teams.
• Provide a tailored and quality service to high valued clients.
• Contribute to the growth of the Wealth Management capability, including mentoring and developing team members.
• Work alongside Partners to develop new business initiatives which support operational efficiencies including AI.
• Maintain strong technical knowledge and ensure compliance with relevant financial services and regulatory requirements.

This is an excellent opportunity to be part of the leadership team and make a meaningful contribution to the ongoing success of the business, the team and clients. The ideal candidate will be client-focused and have a genuine passion for financial planning, leadership and being part of a successful business.

Key requirements:

• Minimum 7+ years of experience, delivering comprehensive advice to affluent, SME's and high networth individuals.
• Ability to collaborate with the broader team to deliver business growth initiatives.
• Extensive technical knowledge across all areas of advice including SMSF's.
• Proven leadership and management skills, ideally within a financial planning practice.
• Excellent communication and relationship-building skills, with the confidence to manage key client relationships.
• A strong client focus and the ability to deliver a high standard of service.
• A commercial mindset with a high level of drive, motivation and a genuine commitment to achieving business objectives.
• The ability to lead by example, inspire others and work collaboratively across the business.
• Tertiary qualification within a relevant financial services discipline.

We are seeking a Senior level Financial Adviser and people leader who is looking to take the next step in their career.

Benefits

• The company offer numerous benefits including flexibility with a hybrid work model, autonomy and a generous remuneration package.