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