POSITION FILLED – Senior Financial Planner – OTE $150k+

POSITION FILLED – Senior Financial Planner – OTE $150k+

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This role will suit a Senior Financial Planner looking to apply your professional capabilities in a highly focused (non-insto-aligned) independent firm with strong existing client relationships.

The Company

Successful fast growing Next Gen advisory business focussed on education, training, and actionable plans to create long term financial success without sacrificing lifestyle.

Multi award winning, high touch, future proofed full service fee for advice business.

We help young professionals get their money sorted.

This Wealth Business was created to help young professionals create a life that isn’t limited by money. We can help you make smarter choices, learn the rules of the game, and get more out of what you have now.

The Role – Certified / Senior Financial Planner

The role is to provide a high level of service and advice to an existing list of clients through personal interaction, client reviews, education, and training services.

Manage an existing book of established loyal fee for service clients and take on the lead relationship role. Working closely with the Practice Principal you will provide “High Touch” relationship management and education services to predominantly young professionals including HNW families and individuals.

Provide technically competent advice to clients – mainly high income PAYG employees, but also some business owners and self employed clients.

Maintain service levels and grow the book. By enriching clients knowledge and enhancing relationships increase the value of advice and grow the book through organic servicing and new business on-boarding.

As an advocate for the business, engage in the business’s advice philosophy and service delivery by pro-actively supporting activities around the brand, marketing and educational workshops.

Identify referral opportunities from existing clients, strategy for seminars, and other promotional activities to leverage business generation activity. Attend and provide support for marketing activities.

You will work closely with the Partners of the firm to implement new processes and efficiencies to support the growth of the advice capability.

Achieve agreed annual targets with initial revenue and recurring revenue with respect to ongoing advice fees, insurance fees, client numbers, retainer conversions and expenses.

Contribute to the establishment of the practice annual revenue targets.

The Benefits

The opportunity to apply your professional capabilities in a highly focused (non-insto-aligned) independent firm with strong existing client relationships. Display your passion for advice in a business with a sole focus on providing outstanding advice and educational services.

Enjoy a hybrid role with an existing clients list and the opportunity to build new relationships developed jointly with the business Principal. Optional; Increase new business by developing existing client relationships, and your own external networks, although the role has no emphasis on networking or business development.

Benefit from a high level of internal support with administration and SOA production.

Continued professional development and growth with the company leading to the ongoing development of your client book and associated revenues.

The Person

Ideal applicants will have 5 years’ experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally you will have direct experience working with executives and young professional’s client market.

You will demonstrate a high level of client service ethic, aptitude and capabilities, working knowledge of cash flow modelling advice, tax structures and long term investment strategies. Exposure to and understanding of property investment strategy and modelling will be advantageous.

Degree qualified and have completed or near completion of CFP designation. (FASEA compliant or near)

Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others are a must. High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected.


Base salary $100-120K inclusive of superannuation, plus incentive bonus.

The business has a highly attractive inventive scheme in-line with the fast paced growth of the firm. It is expected with bonuses paid the total remuneration paid will exceed $200k+

Bonus paid on client retention, organic growth, client referrals and new business written, plus standard gateway and balanced scorecard measures, compliance, client satisfaction, team work, personal development.

The business wants to recognise your contribution, and reward your success with a transparent incentive structure.

**Please make an expression of interest to receive the full company brief.

Tips for Success

  • Be prepared to clearly articulate why you’re interested in the business and why you want the role.
  • Do your homework, understand the business and management. Who they are, what they are trying to achieve.
  • Self-analysis, what are the strengths you bring to the role, what are your areas of development. (This is not a negative, it demonstrates self-awareness)
  • Answer questions directly, qualify your likelihood of success, follow up quickly, ask what the next steps and timeframe will be, ask for the role.


Job Category: Certified Financial Planner Senior Financial Planner
Job Type: Salary
Job Location: Sydney
Experience: 3-5 Years plus
Salary Range: $100-120k

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