Financial Planner

Join a well-established multidisciplinary advisory firm where financial planning is an integral part of the broader client offering. Working alongside accounting, tax, business advisory and wealth professionals, you will have access to quality referral opportunities, strong internal support and an established client base.

This is an opportunity to focus on delivering exceptional advice while being backed by experienced paraplanning and client services teams, allowing you to spend more time with clients and less time on administration.

The Opportunity

You will manage an existing portfolio of clients, providing strategic financial advice and helping individuals, families and business owners achieve their long-term goals. You will build trusted relationships, deliver tailored solutions and play an important role in the continued growth of the financial planning division.

Key Responsibilities

Manage and grow an existing client portfolio

Conduct client meetings and deliver tailored advice strategies

Prepare and review Statements of Advice and ongoing review documentation

Work closely with paraplanning and client services support teams

Build strong long-term client relationships

Maintain compliance with all regulatory and professional standards

Why Join?

You will be joining a collaborative professional services firm that values integrity, accountability and exceptional client outcomes. Financial planning is highly regarded within the business, creating strong referral pathways and opportunities to work alongside other specialists to deliver holistic advice.

Benefits

Lunch provided daily

Strong internal referral opportunities

Dedicated paraplanning and client services support

Ongoing professional development and training

Collaborative and supportive team culture

Established and loyal client base

Long-term career progression opportunities

About You

Experienced (and qualified) Financial Planner with strong technical capability

Excellent communication and relationship-building skills

Client-focused and committed to delivering high-quality advice

Professional, ethical and compliance-driven

Enjoy working within a collaborative team environment

Why Apply?

This is an excellent opportunity to join a respected advisory business offering quality clients, strong internal support, genuine flexibility and the opportunity to build a long-term career within a stable and growing firm. They are temporarily based in Burwood and will be returning to their office in Blackburn at the end of the year after renovations.

If this opportunity sounds like the right next step in your career, we would love to hear from you. Apply now or contact us for a confidential discussion.

Kiera Brown

••••@fsrecruit.com.au

04•• ••• 111