Senior Financial Planner

Hudson Financial Planning | Brisbane | $140K-$165K + Super + Bonus , uncapped

About Us

Hudson Financial Planning: Looking after families for generations since 1992

At Hudson Financial Planning, we provide independent, non-product-aligned financial advice tailored to our clients' unique needs. As one of Brisbane's oldest boutique financial planning firms, we have over 3,000 clients across Australia. We have built our reputation on long-term partnerships, trust, and transparency.

We have our own Australian Financial Services Licence (AFSL No. 241177). We have a perfect compliance record with no ASIC breaches in over 30 years.

Key Responsibilities

• Client Portfolio Management: Oversee and service a portfolio of clients, providing tailored financial advice and delivering long-term, strategic solutions. Must have knowledge and experience with Wholesale investors and have experience using CAIS or other niche wholesale investment platforms.
• Holistic Financial Strategy: Create complete financial plans that include wealth management, retirement planning, investment strategies, and estate planning. Also, consider aged care planning and tax-effective strategies. Work with our accounting team when needed. Experience using Inherit Australia, or other estate planning integrated software would be advantageous.
• Portfolio Oversight: Actively manage clients' portfolios of funds and other investments. Ensure they match financial goals and risk tolerance
• Business Development: Start by managing your own planning tasks. Gradually grow your client base to create your own division in our business
• Team Leadership: Eventually build and lead your own team with an associate adviser or dedicated paraplanner/CSO
• Collaborative Approach: Work with our in house professionals (accountants, legal advisers, estate planners) to ensure holistic advice.
• Compliance Excellence: Prepare detailed Statements of Advice (SOA) in line with AFSL requirements
• Client Relationships: Build and maintain strong, long-term relationships with high-net-worth clients, offering ongoing advice and support

What We're Looking For

• Tertiary qualifications in finance, economics, or related field
• Compliance with FASEA requirements
• Advanced Diploma of Financial Planning or equivalent
• CFP (Certified Financial Planner) certification or progress towards this preferred

• Strong knowledge of Australian taxation, superannuation, and estate planning
• Proficiency in managing model portfolios
• Solid understanding of advanced financial solutions, including trust structures
• Experience with direct shares would be highly advantageous as we look to introduce this service for our SMSF clients

• Experience: Minimum 5+ years as a Financial Adviser in Australia, with experience working with high-net-worth individuals. xplan advantageous but we are looking to use AI and start to be more customised so this is not a requirement.
• Qualifications:
• Technical Expertise:
• Client-Focused Approach: Commitment to building long-lasting relationships and delivering results-driven financial strategies
• Business Acumen: Entrepreneurial mindset with the ability to grow your own division within our established framework. Looking to move towards the use of digital capabilities to drop our admin load. looking for someone who is forward thinking and happy to adapt to changes quickly. looking to change the landscape of our business over the next 12 months.
• Leadership Skills: Capacity to mentor junior advisers and eventually build your own team

What We Offer

• Competitive Package: $140,000-$165,000 base salary + superannuation + performance bonus structure. uncapped earnings potential. New business sourced and booked into your diary for you by our marketing and admin team.
• Career Progression: Clear pathway to establish your own division within our business
• Team Growth: Opportunity to eventually employ your own associate or dedicated paraplanner/CSO
• Supportive Culture: Client-first approach with focus on professional development
• Work-Life Balance: Potential for approved work-from-home arrangements
• Established Infrastructure: Benefit from our 30+ years of business systems, compliance framework, and administrative support
• Ongoing Education: Industry training and professional development support

Why Join Hudson Financial Planning?

• Work with one of Brisbane's oldest and most respected boutique financial planning firms
• Join a team that has successfully guided clients through every major economic event since 1992
• Benefit from our Investment Committee's expertise, chaired by Michael Furey CIMA
• Be part of a firm with multiple industry recognitions and awards
• Develop your career in a stable environment where many team members have worked together for 15+ years

How to Apply

If you want to advance your financial planning career with a firm that values independence and expertise, we want to hear from you.

Apply now with your resume and a cover letter. In your letter, explain how your experience matches our needs. Also, share how you see your division growing at Hudson Financial Planning.

Having experience with direct shares in an SMSF would be helpful. We plan to offer this direct share service at Hudson Financial Planning.

Hudson Financial Planning is an equal opportunity employer committed to diversity and inclusion in the workplace.