High Net Worth Financial Consultant
4 days ago
Woods & Co Recruitment is delighted to partner with a reputable boutique firm in South Yarra, specialising in wealth management and retirement planning. As a Senior Financial Planner, you'll be the primary point of contact for high-value clients, providing expert advice on wealth creation, tax planning, superannuation, and retirement strategies.
About the Role:- Develop and implement client strategies for wealth growth, asset protection, and retirement planning
- Build strong relationships with clients, delivering exceptional personalised service
- Stay informed of industry trends and regulatory changes, ensuring compliance with relevant standards
- Collaborate with the support team for accurate documentation, reporting, and client servicing
- Minimum 5 years of experience as a financial planner, preferably in wealth management or retirement planning
- FASEA-accredited and CFP-accredited qualifications preferred
- Proven track record working with high-net-worth clients, excellent interpersonal skills
- In-depth knowledge of financial planning software and regulatory requirements
- Strong analytical skills and ability to present complex information clearly
- Competitive remuneration package with performance incentives
- Supportive, client-focused work environment
- Opportunity to lead in a boutique setting with room for career growth
- Modern offices in South Yarra, close to public transport
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