Financial Advisor

Financial Adviser | Established Client Portfolio | International Exposure | Succession Opportunity

Our client is an established, independent wealth management firm with offices in Melbourne and the UK, specialising in Australian financial advice and international wealth management.

With over 25 years in operation and their own Australian Financial Services Licence (AFSL), the business has developed a strong reputation for supporting clients with complex financial needs, particularly those relocating between the UK and Australia.

An exciting opportunity is now available for an experienced Financial Adviser to join their close-knit Melbourne team, take ownership of an established client portfolio and play a key role in the firm's continued growth.

The Opportunity

This is not your typical Financial Adviser position.

You will inherit an established portfolio, with the opportunity to grow over time.

The role offers a combination of traditional Australian financial planning and exposure to international advice, including clients with overseas pensions, investments and financial interests.

Importantly, there is no cold calling or outbound prospecting required. New client opportunities are generated through the firm's established marketing activities, referrals and existing relationships.

Working closely with the business owner and an experienced operations team, you will have the autonomy to manage your clients while benefiting from strong administrative and technical support.

Key Responsibilities

• Take ownership of an established portfolio of approximately 75 clients.
• Deliver comprehensive advice across superannuation, SMSFs, investments and retirement planning.
• Conduct ongoing reviews and build long-term client relationships.
• Manage new client enquiries and convert suitable opportunities into ongoing advice relationships.
• Identify opportunities to introduce additional services to existing and incoming clients.
• Work alongside experienced Australian and international colleagues on complex advice matters.
• Collaborate with the firm's operations and administration teams to ensure a high standard of client service.
• Contribute to the continued growth of the Australian advice business.

About You

We are looking for an experienced Financial Adviser who enjoys building genuine client relationships and is confident managing an established portfolio.

Ideally, you will bring:

• Relevant qualifications and the ability to provide personal financial advice in Australia.
• Previous experience working as a Financial Adviser.
• Strong SMSF knowledge and practical advice experience (essential).
• Sound technical knowledge across superannuation, investments and retirement planning.
• Excellent communication and relationship management skills.
• A commercial mindset and confidence identifying opportunities within existing client relationships.
• The ability to work independently while contributing to a collaborative team.

Previous experience with international clients, expatriates or UK pensions would be advantageous, although international advice experience is not required. Specialist training will be provided.

What's on Offer?

• No cold calling or pressure to generate your own leads.
• Exposure to international wealth management and specialist cross-border financial planning.
• Strong operational, administrative and technical support.
• Work closely with an experienced business owner and international team.
• A boutique Melbourne office supported by an established global business.
• Specialist training in international advice and UK pension matters.
• Potential hybrid working arrangements once established.
• Genuine long-term succession opportunities, with the potential to take on greater responsibility as the business evolves.

A Genuine Long-Term Career Opportunity

Beyond the immediate role, this appointment forms part of the owner's longer-term succession planning.

For an Adviser looking beyond their next position, there is an opportunity to establish themselves within the business, take on greater responsibility and explore future succession arrangements.

This is an excellent opportunity for someone who enjoys providing quality financial advice, values long-term client relationships and wants to build a meaningful career within an established independent firm.

Location

Based in Camberwell / Hawthorn East, this is a full-time position requiring a minimum of three days per week in the office, with flexibility to be discussed as you become established.

Interested?

If you're an experienced Financial Adviser with strong SMSF expertise and are looking for an opportunity offering an established client portfolio, international exposure and genuine long-term career prospects, we'd love to hear from you.

Apply now or contact Integrate Recruitment for a confidential discussion.