Senior Financial Planner

Description:

A leading integrated accounting and wealth advisory group with a national network of professional advisers. The firm delivers trusted, holistic advice that empowers individuals, families, and businesses to achieve financial security and long-term success.

Our client is seeking a highly experienced and client-focused Senior Financial Planner to join the advisory team. This role is pivotal in delivering tailored financial planning strategies to a diverse client base, including professionals, business owners, and high-net-worth individuals. The successful candidate will combine deep technical knowledge with outstanding client relationship skills and a commitment to ethical, compliant advice.

Key Responsibilities
 

• Provide comprehensive financial advice covering investments, superannuation (including SMSFs), retirement planning, insurance, estate planning, and wealth protection.
• Conduct thorough fact-finding and needs analysis to prepare compliant and client-focused Statements of Advice (SoAs).
• Build and maintain long-term relationships with clients through regular reviews and proactive engagement.
• Collaborate closely with accounting, tax, and advisory teams to deliver holistic client solutions.
• Mentor and support junior advisers and paraplanning staff, fostering a culture of continuous learning.
• Stay abreast of regulatory developments (ASIC, FASEA, Corporations Act) and ensure full compliance in all advice.
• Contribute to business development activities by identifying referral opportunities and supporting growth initiatives.
   

Qualifications & Experience
 

• Degree-qualified in Financial Planning, Commerce, or a related discipline.
• FASEA-approved qualifications and CFP® designation (preferred).
• Minimum of 5+ years’ experience as a financial planner, with a proven record of delivering high-quality advice.
• Strong technical knowledge of investments, superannuation, SMSFs, risk insurance, and retirement income streams.
• Exceptional communication and presentation skills with the ability to simplify complex strategies.
• Demonstrated ability to manage and grow a client portfolio.