Senior Financial Planner

Senior Financial Planner

Mature Fast Growing Boutique – OTE $200k+ | Senior Financial Planner | Are you a new client specialist and want to be rewarded?

Great support, referral partners and incentives - we want your energy!

Let's go!!... are you driven by building relationships and developing new client strategies. We want to reward you for being a go-getter!

Apply your professional capabilities in a highly focused financial advice firm geared for extensive growth. Take the lead, be upfront and kick goals with a business supporting you:

  • Large database of clients to talk with
  • Digital strategy delivering new client opportunities
  • Professional alliance partners
  • Large internal support team
  • Gold Standard practice management support

Fantastic opportunity for an experienced Adviser to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business.

Recruit 2 Advice - Senior Financial Planner - OTE $200k+

The Role – Senior Financial Planner

Experienced Financial Planning professionals with demonstrated high level strategic advice communication skills and advanced interpersonal skills are encouraged to apply. You don’t need to be a technician or sit in the back office doing admin, we’ve got that covered.

Develop advice strategies to key client segments – retirees, wealth accumulators, business owners, redundancy, tax effective structures (client share schemes), delivering specialist services in Investments (includes direct) SMSF and Insurance advice.

With the support structure and existing technically strong client advice managers in place your focus will be on-boarding new clients and converting existing clients to on-going advice. Take on some existing clients and build a book, or just keep hunting or go Hybrid!

The Person

Get out front and demonstrate your ability to engage and inspire clients to action. Bring your energy, activity discipline, and focus on outcomes.

Ideal applicants will have 3 years’ experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally you will have experience working directly with accountants and/or managing successful referral relationships.

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.

Note: Financial Advisors with existing clients (ownership) are encouraged to apply – often the case with capacity constraints, the business will in-house you and provide maximum support.

The Rewards

You kick goals then you win!

Base salary packages highly incentivised and negotiable from circa $120k.

Given the flexible design of the role, rewards will focus on new client adoption and business revenue. If you write big business you’ll take home a big slice of the pie.

The business wants to recognise your contribution and reward your success.

**Suitable candidates will receive a full brief on application.


Job Category: Business Development Manager Certified Financial Planner Financial Planner Senior Adviser Senior Financial Planner
Job Type: Full Time
Job Location: Home Parramatta Sydney
Experience: 1-3 Years
Salary Range: $120-150k

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