Our Client
An exciting prospect has become available to join one of the region's most respected and established wealth management firms.
As a trusted adviser to individuals, families and business owners, this business has built its reputation on providing ethical, personalised and comprehensive financial advice.
Their philosophy is centred around educating clients, building long-term partnerships, and empowering them to make informed financial decisions with confidence.
With a strong referral network and an established client base, this is an exceptional opportunity for an experienced Financial Planner looking to join a highly regarded and client-focused team.
Join a respected and supportive team where you'll deliver holistic advice, work with quality clients and help them achieve financial confidence at every stage of life.
The Role
This role seeks an experienced Financial Planner whose primary focus is to provide specialist financial advice and who has the prospecting ability to enhance existing and new client relationships and build internal networks.
Working and supported by a team of financial specialists, this is a excellent opportunity for a driven, relationship-focussed and self motivated professional.
Duties will include (but are not limited to):
Provision of ongoing and comprehensive Financial Planning advice to clients encompassing strategies such as Transitions to Retirement, Centrelink Planning, Cash Flows, Investments and Risk
Build and strengthen relationships with Business Referral partners to improve and increase business
Work with paraplanning team to formulate strategies to meet client needs and goals




Manage reviews and regular contact with clients
Comply with all regulatory requirements, including provision of appropriate disclosures, ensuring all advice is in client best interests and meeting all CPD requirements.
About You
You will have had at least 4+ years as a Financial Advisor with a background in strategy development of Superannuation, Risk, Retirement and a thorough knowledge of Wealth Creation and Investment and have the drive and motivation to build solid business relationships.
You will be working in a supportive and qualified environment and will need to possess the following skills:
Relevant FASEA approved tertiary qualification that meets the current requirements for Authorised Representative designation.
Minimum of 5 years experience as a Financial Planner providing holistic advice
Strong influencing and negotiation skills
Ability to drive and develop internal and external relationships and work in a team environment that can facilitate outcomes for clients
Excellent communication and presentation
If you are passionate about financial planning and think that you have all of the necessary skills, please callChristine Jenner on ******** ***or email your resume in a word format ****** a confidential discussion.
Who Is Jenner Recruitment?
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors.
With over 50 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

📌 Senior Financial Planner | Toowoomba | $150K (Queensland)
🏢 Christine Jenner - Director, Recruitment And Talent Specialist
📍 Queensland