At a Glance
- Tasks: Lead an established financial planning business and build trusted client relationships.
- Company: Join a growing practice in beautiful Merimbula, NSW.
- Benefits: Attractive salary, performance bonuses, and future equity opportunities.
- Other info: Relocation opportunity to one of Australia's most desirable coastal regions.
- Why this job: Make a real impact while enjoying a relaxed coastal lifestyle.
- Qualifications: Experienced Financial Adviser with a passion for client relationships.
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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Senior Financial Adviser in Merimbula employer: FAAA Board, Financial Advice Association of Australia
Join a thriving financial planning practice in Merimbula, NSW, where you can enjoy a fulfilling career while living just minutes from stunning beaches and national parks. With an established client portfolio, strong support systems, and clear pathways for growth and equity opportunities, this role offers not just a job but a chance to shape your future in a vibrant community. Experience a work culture that values autonomy, long-term relationships, and a balanced lifestyle in one of Australia's most desirable coastal regions.
Contact Details:
FAAA Board, Financial Advice Association of Australia Recruitment Team
