Financial Planner
FS Recruitment Solutions
Posted 15 days ago
Financial Planner - Miranda location
About the Firm
Join a nationally recognised financial services firm dedicated to empowering clients through comprehensive, values-driven advice. With a strong presence across Australia, the Miranda office plays a pivotal role in delivering personalised financial strategies that align with clients' life goals. The firm prides itself on fostering long-term relationships and providing a supportive environment for both clients and staff.
The Opportunity
An exciting opportunity exists for an experienced Financial Planner/Adviser to take over an established portfolio of loyal clients. This role emphasises holistic advice, focusing on wealth accumulation, retirement planning, and estate considerations. You'll be part of a collaborative team that values integrity, client-centric service, and continuous professional development.
Key Responsibilities
Manage and grow an existing client base with a focus on long-term relationship building
Develop and implement comprehensive financial plans tailored to individual client needs
Stay abreast of industry trends and regulatory changes to ensure compliant and effective advice
Collaborate with internal teams to deliver seamless client experiences
What’s on Offer
Competitive remuneration package with performance-based incentives
Flexible working arrangements, including hybrid options
Access to ongoing professional development and career progression pathways
Supportive team culture with a focus on work–life balance
About You
Relevant qualifications in Financial Planning (e.g. Advanced Diploma, Graduate Diploma)
Proven experience in a financial planning role with a strong compliance record
Exceptional interpersonal and communication skills
A client-first mindset with a passion for delivering tailored financial solutions
If you are interested in this career opportunity, please send your resume to:
Kiera Brown
Director, FS Recruitment Solutions
0409 598 111
About FS Recruitment Solutions
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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