Join a leading Brisbane based financial planning firm and play a key role in delivering exceptional advice to high net worth individuals and SMSF clients. As a Financial Planner at this firm, you will be responsible for providing expert advice on retirement planning, direct investments, and wealth management to our clients. You will work closely with our team to build strong relationships with existing clients, many of whom are in their 70s, and contribute to the growth and success of our business.

Benefits:

• Discretionary bonus arrangement
• Equity option offered up front (33%)
• WFH flexibility possible but not standard (in-office 5 days/week)
• Opportunity to work with a talented team and contribute to the growth and success of our firm
• Professional development opportunities to help you grow your career

Key Responsibilities and Requirements:

• Provide high-quality financial planning advice to SMSF clients and high net worth individuals
• Develop and maintain strong relationships with existing clients, with a focus on building trust and delivering exceptional service
• Work closely with our team to identify new business opportunities and contribute to the growth of our firm
• Stay up-to-date with industry developments and best practices in financial planning
• Collaborate with our internal investment committee to provide comprehensive wealth management solutions for our clients

Requirements:

• FASEA qualified (no Professional Year candidates considered)
• Strong SMSF technical expertise
• Skilled in retirement planning and working with high net worth clients
• Ability to build strong relationships with a mature client demographic
• Technically competent and passionate about financial advice as a long-term career
• Farmer mindset – maintain and grow existing relationships rather than chase new business

Nice-to-Have:

Familiarity with direct investment strategies

• Insurance advice capability (though not essential)
• Experience working in a high-touch service model, with clients typically seen twice yearly, or more as needed

If you think this could be the role for you then please apply now! Or, if you have any questions please contact Neil Currie from Fuse Recruitment on 0466 442 606 or [email protected]

At Fuse, we specialise in recruitment for the financial services industry and actively source for a broad range of established clients. If you are a financial services professional looking for your next opportunity, we'd love to hear from you! If you know someone looking for a job, refer them to us and we'll give you $500 if we find them a new role! #ChooseFuse