Role Overview: An exciting opportunity exists for an experienced Financial Planner to join our new office in Rockingham. Situated within our existing accounting practice of almost 1,000 clients, you will work closely with our accountants to identifying and providing holistic financial advice where appropriate.

Key Responsibilities:

Provide expert financial planning advice across areas such as superannuation and retirement, investments, estate planning, tax strategies, and insurance.

Work closely with our accountants and other professionals to ensure seamless integration of financial planning with clients' overall financial strategies.

Conduct regular reviews of client portfolios, ensuring strategies are adjusted as necessary based on changes in their life circumstances or market conditions.

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.

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 accounting client base along with excellent opportunity for client growth.

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.