Financial Planner - Perth Financial Planning • Perth

At bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.

We're now seeking a qualified Financial Planner to join our Perth-based team and provide tailored, long-term financial advice to our clients.

The Role

This is a client-facing role where you'll build trusted relationships and provide end-to-end holistic advice.

Key Responsibilities Deliver high-quality, holistic financial advice aligned to clients' life goalsWork closely with in-house paraplanners and client services teamto streamline advice deliveryMaintain compliance with Australian financial services regulations (AFSL)Stay current with changes in financial legislation, products, and global financial trendsWhat You'll Bring Relevant qualifications in Financial Planning (minimum Diploma of Financial Planning / FASEA-compliant)Proven experience as a financial planner in Australia, with a holistic, client-first approachStrong understanding of Australian superannuation, investment and insurance productsInterest in UK pension transfersExcellent interpersonal and communication skillsA proactive mindset and a genuine desire to make a difference in clients' livesWhat We Offer The opportunity to work in a supportive and growing international firmA strong pipeline of high-quality, advice-seeking clientsA collaborative team culture where your ideas and contributions are valuedFlexible working arrangements and a strong focus on work / life balance

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