Senior Financial Planner

Most Senior Financial Planner roles offer a career path. This one offers a pathway to ownership.

This is an opportunity to join a growing boutique advice practice with an established client base, strong referral sources and the potential for equity within 12-18 months for the right person.

They are looking for an experienced adviser who wants more than another planning role. Someone who enjoys building trusted client relationships, contributes to the broader success of the business and is excited by the prospect of becoming a genuine part of its future.

Supported by an experienced team, you will focus on delivering high quality advice across a broad range of financial planning needs while playing an significant role in the next stage of the firm's growth.

The Role

- Engage with new and existing clients to understand their goals and deliver tailored financial advice

- Prepare, present and implement financial planning strategies

- Manage ongoing client relationships and review meetings

- Prepare and present Statements of Advice and other advice documentation

- Conduct research, financial modelling and portfolio analysis

- Assist clients with Centrelink and Aged Care matters

- Conduct insurance reviews and facilitate policy remarketing where appropriate





- Work collaboratively with colleagues and external professionals to achieve the best outcomes for clients

- Mentor and support members of the broader team

- Maintain accurate client records through COIN

- Remain current with market, legislative and regulatory developments

About You
- Experienced Financial Planner with the ability to provide holistic financial advice

- Strong technical capability across investments, superannuation, retirement planning and personal risk insurance

- Excellent communication and relationship management skills

- Skilled, proactive and commercially minded

- Interested in contributing to the long-term growth of a business

- Able to satisfy all statutory and regulatory requirements relevant to the role

Why Join?
- Potential equity opportunity within 12-18 months

- Established client base and referral network

- Boutique, client-focused environment

- Experienced and collaborative team

- Prospect to mentor others and contribute to business growth

If you are an experienced adviser looking for a genuine pathway to ownership while continuing to deliver exceptional advice to your clients, we would love to hear from you.

Kiera Brown

@fsrecruit.com.au

0409 598 ***

📌 Senior Financial Planner (Malvern)
🏢 FS Recruitment Solutions
📍 Malvern