Financial Adviser – Swan Hill

Take Over Existing Clients

An exceptional opportunity has arisen for an experienced and client-focused Financial Adviser to step into a well-established portfolio in Swan Hill. This is a rare chance to inherit loyal, long-term clients and continue providing the high-quality, personalised advice they value and trust.

You will join a boutique, values-driven advice firm known for its warm culture, genuine care for clients, and deep connection to the local community. The environment is collaborative and supportive, with a strong emphasis on doing the right thing for clients and delivering advice that improves lives—not chasing sales targets.

From your very first day, you will take ownership of an existing portfolio, including many pre-retirees and retirees who are engaged, proactive, and appreciative of expert guidance. You will be supported by a highly capable paraplanning and client service team who will ensure your meetings, follow-ups, and administration run smoothly, freeing you to focus on building relationships and providing strategic, tailored advice.

In this role you will:

Manage and nurture an established client base, delivering regular reviews and forward-looking advice

Hold in-depth client meetings to understand financial goals, assess risk profiles, and create strategies across cash flow management, investments, personal insurance, retirement planning, superannuation, estate planning, and tax-effective structures

Work closely with paraplanners and client service staff to ensure advice is implemented accurately and efficiently, with all compliance requirements met

Develop trusted, long-term relationships built on transparency, empathy, and exceptional service

Actively look for opportunities to add value for clients through thoughtful recommendations and proactive planning

What you will bring:

FASEA-compliant qualifications and proven experience as a Financial Adviser

Strong technical skills across the full spectrum of financial planning strategies

Excellent communication skills, with the ability to simplify complex advice for any audience

A client-first mindset and genuine passion for helping people achieve financial clarity and confidence

Strong organisational skills and the ability to manage multiple priorities without compromising service quality

This is a long-term career opportunity in a firm that values professionalism, integrity, and work-life balance. You will have the trust and autonomy to deliver advice your way—backed by a supportive team that shares your commitment to exceptional client outcomes.

If you are ready to take over a warm, loyal portfolio and build on its legacy of trusted advice in Swan Hill, we would love to hear from you.

Kiera Brown

[email protected]

0409 598 111