Senior Financial Adviser | Gold Coast

Senior Financial Adviser | Gold Coast

06 Aug
|
Jenner Recruitment
|
Gold Coast

06 Aug

Jenner Recruitment

Gold Coast

Jenner Recruitment his looking for a Senior Financial Adviser to join our client’s team of highly skilled professionals.

Our Client

Our client is a highly regarded boutique financial planning business, recognised for their strong business model and their provision of outstanding advice.

They have built an excellent reputation for delivering comprehensive financial services, with clients benefiting from tailored strategies across Wealth Accumulation, Superannuation, Retirement Planning, and Estate Planning.

Equally committed to their people, this firm understands that their staff are central to their success. Their genuine care and dedication create a supportive, professional, and friendly working environment.

The Role The primary focus of this role is to support the delivery of tailored financial strategies to their clients.

To be successful, you will bring proven experience across a broad range of strategies, including Superannuation, Retirement Planning, Insurance and Investment solutions.

You will benefit from dedicated paraplanning and client services support as well as ongoing training and professional development to keep your skills sharp and ensure long-term success in the role.

This opportunity will suit a professional who takes pride in delivering exceptional service and goes above and beyond to create a first-class client experience.

Responsibilities will include but are not limited to:

- Partnering with clients to create tailored financial plans that cover all aspects of wealth management.

- Providing strategic advice across cash flow, debt, superannuation, investments, insurance, and estate planning.

- Building and maintaining trusted, long-term client relationships.





- Ensuring advice and service is delivered on time, in full, and to the highest standard.

- Proactively contributing to the growth of the practice by building networks and referral opportunities.

About You To be successful in this role, you will ideally have the ability to work with all strategies of clients on all levels from accumulation to retirement.

To succeed with this role you will be a strong team player with the proven ability to communicate complex financial situations simply and convincingly, with the following skills:

- Degree/Masters in financial planning (or equivalent qualification) that meets current education/FASEA standards.

- 2–5 years’ experience as a qualified Financial Planner

- Strong strategic thinking, analytical, and problem-solving skills.

- Excellent communication and interpersonal skills, with the ability to build rapport and trust.

- High attention to detail and a strong sense of skilled responsibility.

- Self-motivated and committed to continuous learning and professional development.

- A proactive team player who is prepared to do what’s required to deliver the best client outcomes.

If you are looking for a role where you will be genuinely appreciated for your efforts, please call Christine Jenner on 0447 444 or email your resume in a word format to @jennerrecruitment.com.au for a confidential discussion.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.

With over many years of 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 Adviser | Gold Coast
🏢 Jenner Recruitment
📍 Gold Coast

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