An exciting opportunity exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business.
Lead an Established Advice Team | High-Quality Client Base | $185K-$200K Package.
You will be responsible for managing approximately 80-90 fee-for-service clients, while overseeing and supporting a collaborative financial planning team of approximately 8-9 staff across advice, paraplanning, client services, and operations.
The existing team structure includes:
This is a leadership-focused role suited to someone who enjoys coaching, process improvement, client relationship management, and driving strong advice outcomes.
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Head of Operations - Senior Financial Adviser • Melbourne, AU
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