Senior Financial Advisor

Overview

Are you looking for a career path to Partner level?

Come and join our progressive Melbourne accounting and wealth advisory firm where you’re treated as ‘more than just a number’. We’re recruiting a talented Senior Financial Advisor who has a track record of managing a client portfolio. Ideally, you will bring a $400k+ client portfolio to manage with the support of a well-established team. The successful candidate will enjoy a streamlined interview process for an immediate start, an attractive joining bonus, and a career path to Partner.

About Matthews Steer

Established more than 30 years ago, we are a rapidly growing second-tier accounting and advisory firm based in Melbourne’s North West. We have 9 trail-blazing partners who work shoulder-to-shoulder with our 55-strong team, sharing knowledge and experience accumulated over their years in the accounting and advisory space. We’re proud of our family-orientated culture, and it’s helped make us the go-to for growing Melbourne entrepreneurial and family businesses.

Our purpose ‘empowering our communities to live their potential’ sits at the heart of everything we do.

Are you more than just a number?

We treat our team members as more than just a number; their job satisfaction, work-life balance, and wellbeing are critical to the success of our business. We empower our people to advance their career at their own pace, setting the direction while we provide the opportunities, guidance, and support they need to achieve their goals.

You will be responsible for placing your clients’ personal goals and financial security at the heart of every investment strategy you formulate. As a collaborative team player, you will enthusiastically work with colleagues across the business to identify opportunities and improve processes.

• Manage and grow your existing client portfolio, overseeing WIP, workflow, invoicing, and delegation to junior team members.
• Build and nurture client relationships by understanding client needs and providing proactive advice and tailored guidance.
• Take ownership of technical responsibilities, including the timely and accurate preparation of SoAs, RoAs, and SoPs, and leverage tools such as XPLAN to ensure seamless implementation.
• Work in accordance with compliance guidelines to deliver outcomes and solutions for our clients.
• Provide on-the-job training and empower team members to grow and excel.

We’re part of the wider AZ NGA group of 92 companies nationally. That means scale, knowledge capital and career opportunities. Join our young, professional team for a competitive salary, and a range of career benefits usually only offered by CBD firms:

• Outstanding workplace culture.
• Defined career progression and pathway to partner.
• Flexible in-office/working from home arrangements.
• Full-time/part-time and flexible working hours.
• Robust paid parental leave policy.
• Proactive diversity and inclusion.
• Collaborative, team-centric workplace.

• Strong knowledge of financial planning, investment strategies and related concepts.
• Bachelor’s degree in Business or Commerce (Finance/Accounting) or related degree with a Finance or Financial Planning major.
• Qualified Financial Advisor and experienced hands-on client manager.
• Business development experience and a proven ability to manage and grow a client portfolio effectively.
• FASEA qualified with 6 years+ Financial Advisor experience.
• Relationship-driven leader dedicated to building the capability of your colleagues and championing their success
• Excellent communicator and comfortable engaging with clients and colleagues at all levels.

Ready to make your next big career move? Complete the application form below

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How many years of Australian Financial Advice experience do you have? *

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