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 important 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

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

Excellent communication and relationship management skills

Professional, 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

Experienced and collaborative team

Chance to mentor others and contribute to business growth

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