Take Over an Established Client Portfolio
Equity and Management growth opportunity
Holistic Advice
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
Collaborative and professional team environment
High-quality clients seeking long-term relationships
Opportunity to focus on advice rather than administration
Stable, growing business with strong national presence and long-term vision
Market-competitive salary package plus incentive structure
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