Senior Financial Adviser

Senior Financial Adviser | Merimbula NSW Build a Lifestyle. Lead a Business. Shape Your Future.

What if your next career move wasn't just a new job but a new way of life?

Imagine finishing work and being minutes from pristine beaches, national parks and one of Australia's most beautiful coastlines, while leading an established financial planning business with genuine long-term career opportunities.

Our client is seeking an experienced Senior Financial Adviser to join their growing practice in Merimbula, NSW.

The Opportunity

This is more than a servicing role.

You'll inherit an established portfolio of approximately 350 existing clients, allowing you to focus on building trusted relationships and delivering exceptional advice rather than chasing new business.

You'll also have the autonomy to help shape and grow the business, supported by an experienced team and clear pathways towards future leadership, bonuses and potential equity opportunities.

What's on Offer

• Established client book of approximately 350 clients
• Full administration and Client Services Officer support
• Paraplanning support
• Attractive remuneration package
• Performance bonuses
• Future equity opportunities
• Autonomy to help lead and grow the business
• Strong succession planning opportunity
• Long-term career security
• Relocation opportunity to one of Australia's most desirable coastal regions

About You

• Is an experienced Financial Adviser
• Enjoys building long-term client relationships
• Wants autonomy and ownership
• Is passionate about delivering high-quality advice
• Is looking for more than just another adviser role
• Is excited about relocating and becoming part of the local community

Why Merimbula?

• Beautiful beaches and coastline
• Relaxed coastal living
• Great schools and community
• Outdoor lifestyle including fishing, golf, boating and hiking
• Affordable living compared with many capital cities

Salary $200K

This is a genuine opportunity to build both your career and your life in one of Australia's most sought-after regional locations.

If you're looking for a role where you can make a real impact, enjoy an exceptional lifestyle and have a pathway to future ownership, we'd love to hear from you.

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