Description

About Us

We're a well-established Australian financial planning practice known for our integrity, client-first approach, and genuine team culture. We provide holistic financial advice across retirement planning, investments, superannuation, insurance, and wealth creation.

Our clients value our professionalism, care, and commitment — and we're proud to have built lasting relationships based on trust and results.

 
About the Role

As a Senior Financial Adviser, you'll take the lead in managing and growing a portfolio of clients, providing tailored strategies that help them achieve their goals and financial security.

This is a salaried position within our growing regional NSW practice. You'll be working alongside a dedicated team of accountants and advisers, providing holistic financial planning services and tailored advice. While we are inviting senior planners to apply recent graduates should also be encouraged to make enquiries.

Key responsibilities include:

Providing comprehensive financial advice across superannuation, retirement planning, investments, and risk management.
Building and maintaining long-term client relationships.
Working collaboratively with our support and paraplanning teams to deliver excellent client outcomes.
Keeping up to date with industry changes and compliance requirements.
Contributing to the continued growth and success of the practice.
 
About You

You're a confident communicator and trusted professional who genuinely cares about your clients' success. You bring both technical skill and emotional intelligence to your work.

You'll ideally have:

Relevant qualifications (degree plus FASEA Approved or equivalent qualification).
Prefer current registration as an Authorised Representative
Current Authorised Representative registration is Preferred
Proven experience as a Financial Adviser
Minimum 1-2 years of experience as a Financial Adviser is required
Tech Savvy and Familiar with X Plan
Strong interpersonal skills and a client-first mindset.
A proactive, ethical, and collaborative approach.
Australian work rights are required for this position
 
Why Join Us?

Supportive and friendly team culture.
Access to referrals from existing clients and relationships with accountants
A supportive close-knit team of advisers and experienced support staff
A transparent, non-institutional licensee environment
Exposure to high-quality investment solutions and platforms
Career progression and potential equity opportunities as the business grows
Established client base with growth opportunities.
Ongoing professional development and mentoring.
Competitive salary
Flexible working arrangements available.
If you are seeking a "tree change" Orange is close to Sydney, has a vibrant culture with excellent education and Health Facilities and provides an excellent lifetyle for professionals. This position is also available on a Part Time Basis to the right applicant.
 
If you're looking to take the next step in your advice career with a reputable, values-driven firm, we'd love to hear from you.

Apply now with a resume and covering letter or contact us confidentially to discuss this opportunity further.

YBM

Recruitment Director Sharon Lord

sharon@ybm.com.au - 026362 1533