Join a well-established multidisciplinary advisory firm where financial planning is an integral part of the broader client offering.
Working alongside accounting, tax, business advisory and wealth professionals, you will have access to quality referral opportunities, strong internal support and an established client base.
This is an opportunity to focus on delivering exceptional advice while being backed by experienced paraplanning and client services teams, allowing you to spend more time with clients and less time on administration.
The Opportunity
You will manage an existing portfolio of clients, providing strategic financial advice and helping individuals, families and business owners achieve their long-term goals.
You will build trusted relationships, deliver tailored solutions and play an important role in the continued growth of the financial planning division.
Key Responsibilities
Manage and grow an existing client portfolio
Conduct client meetings and deliver tailored advice strategies
Prepare and review Statements of Advice and ongoing review documentation
Work closely with paraplanning and client services support teams
Build strong long-term client relationships
Maintain compliance with all regulatory and skilled standards
Why Join?




You will be joining a collaborative professional services firm that values integrity, accountability and exceptional client outcomes.
Financial planning is highly regarded within the business, creating strong referral pathways and opportunities to work alongside other specialists to deliver holistic advice.
Lunch provided daily
Strong internal referral opportunities
Dedicated paraplanning and client services support
Ongoing professional development and training
Collaborative and supportive team culture
Established and loyal client base
Long-term career progression opportunities
About You
Experienced (and qualified) Financial Planner with strong technical capability
Excellent communication and relationship-building skills
Client-focused and committed to delivering high-quality advice
Professional, ethical and compliance-driven
Enjoy working within a collaborative team environment
Why Apply?
This is an excellent opportunity to join a respected advisory business offering quality clients, strong internal support, genuine flexibility and the opportunity to build a long-term career within a stable and growing firm.
They are temporarily based in Burwood and will be returning to their office in Blackburn at the end of the year after renovations.
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📌 Financial Planner (Victoria)
🏢 FS Recruitment Solutions
📍 Victoria