This is a long-established and privately-owned specialist financial services firm. With a deep focus on medical and dental professionals, they provide integrated advice across accounting, tax, finance, insurance and financial planning.

They have an opening for a Senior Associate Adviser to join their team and contribute to their continued success.

Key Responsibilities will include:

Conduct joint client meetings with directors and consultants for both new and existing financial services clients

Build client strategies for wealth creation, superannuation, and insurance

Responsible for completing the fact finding, client goals and objectives, analyse and client prioritise recommendations to assist clients achieve their desired outcomes

Document strategies via SOA or ROA requests provided to internal Paraplanners.

Assist with the presentation of SOAs

Take responsibility for pre-meeting preparation and then file notes and action items for CSO's following client meetings

Conduct and document annual client portfolio reviews, make recommendations where necessary

Attend the quarterly Investment Committee meetings

To succeed in this role, you will have experience in a similar position within a professional financial planning business, with strong technical capability, client care and attention to detail.

The business has built a strong reputation through its sector focus and integrated advice model. Clients value access to coordinated expertise across tax, accounting, finance, insurance and financial planning, delivered with precision, care and consistently high service standards.

The culture is a real strength. You will join a collaborative, well-resourced team and work alongside experienced specialists across multiple advice disciplines. The business offers strong mentoring, ongoing development and a genuine long-term career path.

If you are looking for a long-term opportunity in a highly regarded specialist firm, please apply now.