Financial Planner

15 hours ago

Orange New South Wales, Australia Yates Baker McLean Full time $90,000 - $120,000 per year

About Us

We're a well-established Australian financial planning practice known for our integrity, client-first approach, and genuine team culture. We provide holistic financial advice across retirement planning, investments, superannuation, insurance, and wealth creation.

Our clients value our professionalism, care, and commitment — and we're proud to have built lasting relationships based on trust and results.


About the Role

As a Senior Financial Adviser, you'll take the lead in managing and growing a portfolio of clients, providing tailored strategies that help them achieve their goals and financial security.

This is a salaried position within our growing regional NSW practice. You'll be working alongside a dedicated team of accountants and advisers, providing holistic financial planning services and tailored advice. While we are inviting senior planners to apply recent graduates should also be encouraged to make enquiries.

Key responsibilities include:

  • Providing comprehensive financial advice across superannuation, retirement planning, investments, and risk management.
  • Building and maintaining long-term client relationships.
  • Working collaboratively with our support and paraplanning teams to deliver excellent client outcomes.
  • Keeping up to date with industry changes and compliance requirements.
  • Contributing to the continued growth and success of the practice.

About You

You're a confident communicator and trusted professional who genuinely cares about your clients' success. You bring both technical skill and emotional intelligence to your work.

You'll ideally have:

  • Relevant qualifications (degree plus FASEA Approved or equivalent qualification).
  • Prefer current registration as an Authorised Representative
  • Proven experience as a Financial Adviser
  • Tech Savvy and Familiar with X Plan
  • Strong interpersonal skills and a client-first mindset.
  • A proactive, ethical, and collaborative approach.

Why Join Us?

  • Supportive and friendly team culture.
  • Access to referrals from existing clients and relationships with accountants
  • A supportive close-knit team of advisers and experienced support staff
  • A transparent, non-institutional licensee environment
  • Exposure to high-quality investment solutions and platforms
  • Career progression and potential equity opportunities as the business grows
  • Established client base with growth opportunities.
  • Ongoing professional development and mentoring.
  • Competitive salary
  • Flexible working arrangements available.
  • If you are seeking a "tree change" Orange is close to Sydney, has a vibrant culture with excellent education and Health Facilities and provides an excellent lifetyle for professionals.

If you're looking to take the next step in your advice career with a reputable, values-driven firm, we'd love to hear from you.

Apply now with a resume and covering letter or contact us confidentially to discuss this opportunity further.

YBM

Recruitment Director Sharon Lord

  • Financial Planning Administration Assistant

    15 hours ago

    Orange, New South Wales, Australia Yates Baker McLean Full time $60,000 - $80,000 per year

    Financial Planning Administration Officerwith YBM Financial Planning Pty LtdAbout the business and the roleWe are a boutique financial planning practice, within a large Accounting Practice. We provide clients with a range of services and financial solutions. For over 20 years we have delivered excellent customer service and financial planning advice to...

  • Receptionist

    3 days ago

    New Lambton, New South Wales, Australia Fiducian Financial Services Full time $45,000 - $60,000 per year

    Are you interested in a career in Finance, Superannuation, Investments and Personal Insurances? We are seeking a motivated person who enjoys working as part of a team and loves to talk to and help people.ReceptionistBased in New Lambton, Fiducian Financial Services provides holistic financial planning services to a large client base. Due to growth in the...

  • Senior Planner

    6 days ago

    Willala, New South Wales, Australia Whitehaven Coal Full time $120,000 - $140,000 per year

    About Whitehaven CoalWhitehaven Coal is an important player in Australia's only emerging high-quality coal basin. We help power developed and emerging economies in Asia where there is strong and growing demand for our product, particularly for use in high-efficiency, low-emissions coal-fired power stations. With 20 years of industry experience we have...

  • Maintenance Planner

    1 week ago

    South Guildford, Western Australia WesTrac Pty Ltd Full time $80,000 - $120,000 per year

    Reporting to the Area Manager - Engines, the Maintenance Planner is responsible for the effective scheduling and coordination of associated Service workshop work. The Maintenance Planner is required to work closely with the Service Department and Workshop Coordinators to ensure that the requirements for all Service repairs and customer specification work is...

  • Project Planner

    1 week ago

    Clayton South, Victoria, Australia TRELLEBORG Full time $80,000 - $120,000 per year

    Trelleborg is a world leader in engineered polymer solutions for almost every industry on the planet. And we are where we are because our talents brought us here. By specializing in the polymer engineering that makes innovation and application possible, Trelleborg works closely with leading industry brands to accelerate their performance, drive their...

  • Project Planner

    2 weeks ago

    Clayton South, Victoria, Australia Trelleborg Group Full time $90,000 - $120,000 per year

    Trelleborg is a world leader in engineered polymer solutions for almost every industry on the planet. And we are where we are because our talents brought us here. By specializing in the polymer engineering that makes innovation and application possible, Trelleborg works closely with leading industry brands to accelerate their performance, drive their...

  • Program Service Planner

    12 hours ago

    Mile End, South, Australia ACH Group Full time $60,000 - $90,000 per year

    About ACH Group:For over 70 years, ACH Group a leading not-for-profit in aged care has enriched the lives of older South Australians. With over 1,900 dedicated individuals working together, we're able to create good lives for our customers. With purpose lead roles across residential care, retirement living, home and community care, health and wellness,...

  • Event Sales Manager

    1 week ago

    Norwest, New South Wales, Australia Columbia Hotels Pty Ltd Full time $80,000 - $120,000 per year

    Visy Dior Hotel – Norwest, SydneyVisy Dior Hotel has recently unveiled a beautifully refurbished and expanded events space, setting a new benchmark for luxury celebrations and bespoke gatherings. To support this exciting growth, we are seeking a passionate and professional Event Sales Manager to lead our social events and wedding portfolio. This is a...

  • Principal Strategic Planner

    4 days ago

    Officer South, Victoria, Australia Cardinia Shire Council Full time $106,718 - $110,828 per year

    Influence the future of one of Victoria's most diverse and environmentally significant regions.Hybrid work model, Officer locationFull time, $106,718 - $110,828 + super + monthly day offTogether, Different FutureAs one of the fastest growing municipalities in Victoria, Cardinia Shire Council is a dynamic, progressive, and inclusive local council. Our success...

  • Pro Bono Coordinator

    1 week ago

    Potts Point, New South Wales, Australia Cancer Council New South Wales Full time $60,000 - $80,000 per year

    Pro Bono CoordinatorCancer Council NSW is Australia's leading cancer organisation, and our vision is to change the path of cancer and make sure no one walks alone. We are dedicated to meaningful careers where you will not only change the lives and futures of people affected by cancer, but you will work in a multi-award awarding winning culturally connected...