High Net Worth Financial Consultant

4 days ago


Melbourne, Victoria, Australia Woods & Co Recruitment Full time

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
What You'll Need:
  • 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
The Package:
  • 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
Estimated Salary: $120,000 - $180,000 per annum

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