Senior Financial Planner

You will have at least 5 years’ experience and a proven track record providing quality, advice in Wealth Creation, Investment and Superannuation Strategies, Personal Insurance and risk protection, Retirement and Estate planning,

You will be confident talking with clients about their goals, objectives, dreams and aspirations and have the ability to develop strategies to assist clients to meet them.

Success in this role will mean introducing new clients and provide ongoing advice and service to our loyal Clients who are business owners, to everyday Mum and Dad’s and high net-worth individuals.

About you:

  • ADFP, Bachelors or Masters degree
  • Solid compliance record with evidence of ongoing CPD
  • Tax Practitioner Board (TPB) registration
  • Professional membership, CFP or FChFP
  • Demonstrated ability in identifying new opportunities and business development
  • Have a commitment to ongoing education and development
  • Excellent written and verbal communication skills
  • The ability to work well in a team environment and be independently motivated
  • Maintaining and building strong relationships with a wide variety of stakeholders
  • Demonstrated good attention to detail in all work tasks
  • Experience with Xplan (preferred) & Microsoft Office

The Benefits:

  • Competitive remuneration and bonus structure
  • Opportunity to grow a long and stable career path
  • Autonomy within a medium sized business
  • Full in-house paraplanning and compliance support
  • Administration and Client services support
  • Centrally located office with parking

Confidential applications in writing with a cover letter detailing your previous experience and how your skills, qualifications and personal attributes meet the requirements and responsibilities for this position. Please submit your confidential application complete with a cover letter and resume to