Are you an experienced Senior Financial Planner looking for the opportunity to inherit an established portfolio while continuing to grow your own client base through strong referral networks?
This is a rare opportunity to join a highly respected, national wealth management business where your focus is on delivering exceptional client outcomes.
The Opportunity
As a Senior Financial Planner / Client Manager, you will:
- Take over an established portfolio of loyal, long-term clients with a structured handover from a senior partner
- Equity and Management growth opportunity
- Build deeper relationships while identifying opportunities to expand and strengthen each client's financial position
- Benefit from substantial referral sources to continue growing your client base
- Deliver holistic financial advice across wealth creation, retirement planning, superannuation, investments, personal insurance and estate planning
- Conduct annual and ongoing client reviews, ensuring strategies remain aligned with changing goals and market conditions
- Work collaboratively with a highly experienced support team who manage implementation and administrative functions
- Become a trusted adviser to clients throughout every stage of their financial journey
What You'll Bring
We're looking for someone who:
- Has proven experience as a Financial Planner providing holistic advice
- Builds genuine, long-term relationships with clients
- Has strong technical knowledge across investments, superannuation, insurance, retirement and estate planning strategies
- Communicates complex financial strategies in a simple, engaging manner
- Enjoys working collaboratively within a professional advice team
- Is motivated to continue growing a quality client portfolio through referrals and exceptional service
What's on Offer
- Established client book with structured succession planning
- Significant referral opportunities to accelerate business growth
- Comprehensive administration and adviser support
- Team-oriented and professional team environment
- High-quality clients seeking long-term relationships
- Opportunity to focus on advice rather than administration
- Stable, growing business with robust national presence and long-term vision
- Competitive salary package plus incentive structure