Financial Planner

5 hours ago

Perth, Western Australia International Search Partners Full time

With a strong presence across Australia, this reputable Financial Planning and Accounting practice specializes in providing comprehensive and complex strategic advice to Affluent and High Networth clients. With locations in Sydney, Brisbane and Melbourne the team provide tailored financial planning solutions to clients including Retirees, Wealth Creators, Professionals with SMSF's.

Due to continued growth, a new position has been created for an experienced Financial Adviser to manage a quality client portfolio along with new client referrals from the Accounting team. Working closely with the team of Advisers, Accountants and Support staff, your position will include the following:

Key Tasks:

  • Conduct comprehensive financial assessments and analyses to understand clients' financial situations, goals and risk profiles
  • Develop tailored and structured advice utilizing various investments, Tax structures and Trusts.
  • Build and maintain strong relationships with clients, maintaining individually managed portfolios.
  • Keep up to date with regulatory and technical updates.
  • Collaborating with other financial professionals, including Accountants and Solicitors, to deliver comprehensive financial solutions
  • Contributing to the development of the financial planning practice

Required experience:

  • Experienced Financial Adviser,
  • Completed relevant Tertiary qualification.
  • Ideally SMSF Accredited.
  • Strong technical knowledge across SMSF's, Taxation, Trusts etc
  • Excellent communication and interpersonal skills, with the ability to translate complex financial information to sophisticated investors.
  • Proactive, client-focused mindset with a commitment to delivering exceptional customer service
  • Ability to work independently as well as collaborate effectively within a team environment

Benefits include:

  • The Practice is committed to providing their employees with a supportive and rewarding work environment providing ongoing technical training and career development. In addition to a competitive salary, plus bonus and equity opportunity, they provide a range of benefits, including:

     Flexible work arrangements
  • Access to a unique client base
  • A collaborative and engaging company culture

If you are an experienced Financial Adviser looking to join a professional and successful team, we encourage you to apply.

For further details please contact Shelly on or email your resume to 

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