Financial Planner

6 days ago

Hawthorn East, Victoria, Australia Tomorrow Financial Solutions Full time $120,000 - $150,000 per year

Now Hiring: Loan Processor (Full Time)

Location:
Hawthorn East or Melbourne 3004

Industry: Financial Services

Senior Financial Planner – St Kilda/Hawthorn East

Role overview

TFS

is a dynamic, licensed advisory business seeking a Senior Financial Planner to join our Melbourne office.
As a Senior Financial Planner you will be a pivotal part of TFS's advisory practice, providing tailored financial planning and wealth‑management services to a growing portfolio of clients.

In this role you will advise high value clients, prepare comprehensive financial plans, execute investment trades and ensure full compliance with ASIC regulations. Leads are provided your focus is on delivering high quality advice, deepening relationships and achieving measurable revenue targets.

Your background:
at least 3 years' experience as a financial planner; strong technical knowledge of superannuation including SMSF, investment and insurance strategies; excellent communication and CRM skills; CFP qualification is highly regarded (or progress).

Why TFS?
We offer a competitive salary, modern offices in Hawthorn East or Melbourne 3004,
a pipeline of warm leads and
professional development support.

Join a forward thinking firm where client outcomes and compliance standards come first.

Apply now
to accelerate your financial planning career with TFS.

Ready to take your career global?

Apply now to become part of a team that's redefining financial services — one strategy at a time.

Send your CV to

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