Senior Financial Adviser | Gold Coast (City of Gold Coast)

Senior Financial Adviser | Gold Coast (City of Gold Coast)

11 Aug
|
Jenner Recruitment
|
City of Gold Coast

11 Aug

Jenner Recruitment

City of Gold Coast

Senior Financial Adviser | Gold Coast | Up to $180k

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 robust 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 gro

📌 Senior Financial Adviser | Gold Coast (City of Gold Coast)
🏢 Jenner Recruitment
📍 City of Gold Coast

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