Senior Financial Planner
Most Senior Financial Planner roles offer a career path. This one offers a pathway to ownership.
This is an opportunity to join a growing boutique advice practice with an established client base, strong referral sources and the potential for equity within 12-18 months for the right person.
They are looking for an experienced adviser who wants more than another planning role. Someone who enjoys building trusted client relationships, contributes to the broader success of the business and is excited by the prospect of becoming a genuine part of its future.
Supported by an experienced team, you will focus on delivering high quality advice across a broad range of financial planning needs while playing an important role in the next stage of the firm's growth.
The Role
Engage with new and existing clients to understand their goals and deliver tailored financial advice
Prepare, present and implement financial planning strategies
Manage ongoing client relationships and review meetings
Prepare and present Statements of Advice and other advice documentation
Conduct research, financial modelling and portfolio analysis
Assist clients with Centrelink and Aged Care matters
Conduct insurance reviews and facilitate policy remarketing where appropriate
Work collaboratively with colleagues and external professionals to achieve the best outcomes for clients
Mentor and support members of the broader team
Maintain accurate client records through COIN
Remain current with market, legislative and regulatory developments
About You
Experienced Financial Planner with the ability to provide holistic financial advice
Strong technical capability across investments, superannuation, retirement planning and personal risk insurance
Excellent communication and relationship management skills
Professional, proactive and commercially minded
Interested in contributing to the long‑term growth of a business
Able to satisfy all statutory and regulatory requirements relevant to the role
Why Join?
Potential equity opportunity within 12-18 months
Established client base and referral network
Experienced and collaborative team
Opportunity to mentor others and contribute to business growth
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