Role Overview: We are seeking an experienced Financial Planner to join our expanding team of 10, with a focus on maintaining existing client relationships with the opportunity to also re-engage with existing clients without a current service agreement.

Key Responsibilities:

• Manage ongoing relationships with existing clients, understanding their unique financial goals and circumstances.
• Provide expert financial planning advice across areas such as superannuation and retirement, investments, estate planning, tax strategies, and insurance.
• Conduct regular reviews of client portfolios, ensuring strategies are adjusted as necessary based on changes in their life circumstances or market conditions.
• Re-engage with disconnected clients and bring them back under an ongoing service arrangement

Key Qualifications:

• A minimum of 2 years of experience as a Financial Planner.
• A thorough understanding of financial planning concepts
• Excellent communication skills and the ability to build and maintain relationships with clients.
• Proficiency with financial planning software and CRM tools (Adviser Logic preferred but not essential).
• Ability to work independently and as part of a collaborative team.

Why Join Us?

• Competitive base salary with industry leading performance-based bonuses, including base salary reviews every quarter in your first 12 months of employment.
• 4 weeks annual leave plus an additional 2 weeks off over the Christmas / New Year period when the office closes.
• Opportunity to work with a dynamic and supportive team, including dedicated in-house para-planning and administration.
• Ongoing professional development and training opportunities.
• Access to a well-established client base along with excellent existing opportunity to grow this client base.

How to Apply: If you are an experienced Financial Planner who is looking for a new place to call home, we would love to hear from you. Please submit your resume and a cover letter detailing your experience and why you would be a great fit for this role.