Financial Planner
2 weeks ago
Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment?
We have an outstanding opportunity for a Financial Planner to join a well-regarded boutique practice with a strong track record of client success. This role involves managing a substantial existing book of long-standing clients while continuing to deliver high-quality, personalised advice.
You'll step into a collaborative environment with excellent back-office support, allowing you to focus on strategic advice and deepening client relationships. The firm values integrity, transparency, and empowering clients to make informed financial decisions.
What You'll Be Doing
- Manage and service a large, well-established client base across diverse financial needs
- Provide strategic advice on superannuation, investments, insurance, and retirement planning
- Build deep, trusted relationships and proactively identify advice opportunities
- Collaborate with experienced paraplanners and client service professionals
- Contribute to internal development initiatives and mentor junior staff where appropriate
What We're Looking For
- 5+ years' experience as a Financial Adviser
- Proven ability to manage a large client base while maintaining strong relationship quality
- Relevant degree qualifications, Professional Year completed
- Exceptional interpersonal and communication skills
- Professional, ethical, and client-centric advice approach
Salary is dependent on experience, please send CV's to
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