Financial Planner

FS Recruitment Solutions
Miranda, NSW
A$120,000-$150,000 p/a +super + bonus
Banking & Financial Services → Financial Planning
Full-time
On-site

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

[email protected]

0409 598 111


About FS Recruitment Solutions

Rowville, VIC, Australia

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.

Looking for More Opportunities?

Explore more jobs with upfront salary details that respect your worth.

Financial Advisor | Existing Book | $150k

Ivy Recruitment Partners

Miranda, NSW
A$120,000-$160,000 p/a
Full-time
Hybrid

Senior Financial Adviser

Godfrey Group Recruitment

Logo for Senior Financial Adviser
Sydney, NSW
A$140,000-$160,000 p/a
Full-time
On-site

Financial Planning Administrator

Godfrey Group Recruitment

Logo for Financial Planning Administrator
Sydney, NSW
A$70,000-$80,000 p/a
Full-time
On-site

Financial Investment Adviser

Infinity Capital Financial Group

Sydney, NSW
A$80,000-$100,000 p/a
Full-time
On-site

Financial Planner

KOSEC

Logo for Financial Planner
Sydney, NSW
A$350,000 p/a
Full-time
On-site

Financial Advisor - HNW IFA

Integrate Recruitment

Logo for Financial Advisor - HNW IFA
Sydney, NSW
A$160,000-$200,000 p/a
Full-time
On-site

Financial Planner - Professional Practice

International Search Partners

North Sydney, NSW
A$150,000-$160,000 p/a
Full-time
Hybrid

Client Services Manager - Lower North Shore - Financial Planning

FS Recruitment Solutions

Mosman, NSW
A$80,000-$100,000 p/a
Full-time
On-site