Head of Financial Planning

Senior Financial Adviser - Head of Wealth Division

• $190K + super + bonuses + Equity
• Cosmopolitan Location South Melbourne / You may be able to see Albert Park from your window
• State of A Grade offices
• Do you thrive in structured environments, leading a team, and driving client outcomes through process and strategy?

About the Client

Our client is a second-generation, family-owned, with a corporate structure of board of Director, and CEO this multidisciplinary practice offering:

• Tax & Accounting
• Financial Advisory
• Lending & SMSF
• Business Advisory & Bookkeeping

With a strong focus on business owners and High Networth Individuals, the practice has built a reputation for long-term relationships, high standards, and client-first service.

About the Role

As Head of Wealth/Senior Financial Adviser, you will lead the Financial Advisory team and oversee the delivery of holistic advice.

Key responsibilities include:

• Managing and mentoring the advisory team
• Mentor a Provisional Advisor
• Providing goals-based advice and caring deeply about client outcomes
• Using financial modelling to inform strategies and investment decisions
• Servicing an existing book of ~140 fee-for-service clients, with strong referral pipelines (no need for prospecting)
• Conducting review and select new client meetings
• Reviewing ROAs/SOAs for compliance and accuracy
• Leveraging a support team: Associate Adviser, offshore paraplanners, and admin staff
• Driving process improvements to adapt to industry change and maintain efficiency

To Be Successful

• Experienced Senior Financial Adviser within a holistic, multidisciplinary practice
• If you have undertaken the path from paraplanner, Associate Adviser to Financial Adviser it will be highly regarded
• FASEA compliant
• Strong modelling skills on xplan
• Strong technical skills with the ability to deliver complex advice
• Process-oriented and commercially minded
• A natural leader who can mentor and motivate others
• Client-first with strong interpersonal and communication skills

What’s On Offer

• $190K + super + Commission + Equity
• Direct collaboration with the Managing Director & CEO
• Clear career path with equity opportunities
• Professional development and mentoring support
• Systemised workflow, established processes, and strong admin/paraplanning backing
• Team-building events and a collaborative, values-driven culture

📩 Contact Carolina Castillo for a confidential discussion or send a DM.