Senior Financial Planner

6 days ago


Melbourne, Victoria, Australia Woods & Co Recruitment Full time

At Woods & Co Recruitment, we are partnering with a respected boutique firm in South Yarra to find an exceptional Senior Financial Planner. This is a unique opportunity to join a high-performing team and take on a leadership role in wealth management and retirement planning.

Key Responsibilities:

  • Develop, implement, and review client strategies for wealth creation, asset protection, and retirement planning
  • Build and maintain strong relationships with clients, providing tailored advice and service
  • Stay informed of industry trends and regulatory changes, ensuring compliance with all relevant standards
  • Collaborate with the support team for accurate documentation, reporting, and client servicing
  • Identify opportunities for clients to maximise their wealth and achieve financial goals

About You:

  • A minimum of 5 years of experience as a financial planner, preferably in wealth management or retirement planning
  • FASEA-accredited and CFP-accredited preferred
  • Demonstrated expertise working with high-net-worth clients, with excellent interpersonal skills
  • In-depth knowledge of financial planning software and regulatory requirements
  • Strong analytical skills and ability to present complex information clearly and persuasively

What's On Offer:

  • A competitive remuneration package with performance incentives
  • A supportive, client-focused work environment
  • The opportunity to lead in a boutique setting with room for career growth and professional development
  • Modern offices in the heart of South Yarra, close to public transport

We offer a comprehensive salary package of $120,000 - $180,000 per annum, dependent on experience, plus additional benefits and performance-based bonuses.


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