Financial Planner

2 days ago Be among the first 25 applicants

About Future Wealth Planners:Future Wealth Planners is a privately owned and well-established boutique financial planning firm who now has an excellent opportunity for an experienced Financial Adviser to join the team. Established over 20 years ago with an excellent reputation for strong back-office support and a high-performance advice culture, the company has invested heavily in its advice and ongoing service infrastructure to ensure that the consistency and reliability of the client experience is always of a very high standard. This is an excellent opportunity to work within a strong and dynamic business environment where client relationships are paramount.

Your new role:In this role, you will take the lead in guiding clients through their financial journey, delivering tailored strategies across superannuation, insurance, investment, and retirement planning. You will be responsible for developing and presenting advice, building trusted client partnerships, and ensuring compliance with regulatory standards—all within a collaborative, client-focused environment that values both technical expertise and meaningful relationships.

Key Responsibilities:Proven experience in holistic financial advising with a client-focused mindset.Excellent communicator, making complex financial concepts clear and relatable.Detail-oriented, ensuring advice aligns with each client's unique goals.Collaborative team player, comfortable working with our business development staff. Passionate about client success, prioritizing long-term trust and satisfaction.Knowledgeable in investments, insurance, taxes, and estate planning strategies. Who You Are· Proven experience in holistic financial advising with a client-focused mindset.

• Excellent communicator, making complex financial concepts clear and relatable.
• Detail-oriented, ensuring advice aligns with each client's unique goals.
• Collaborative team player, comfortable working with our business development staff. Passionate about client success, prioritising long-term trust and satisfaction.
• Knowledgeable in investments, insurance, taxes, and estate planning strategies. If you believe you are the right person for this role, we would love to hear from you. Please submit your resume along with a cover letter outlining your suitability via the "Apply" button. As this is a permanent position only candidates with Full Working Rights will be considered. We advise that only successful applicants will be contacted for an interview.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales
• IndustriesInvestment Management

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