About Our Client:
One of Melbourne's most highly regarded HNW Wealth Management firms is seeking an experienced and driven Senior Financial Planner to join their exceptional team.
Known for its outstanding client relationships, low staff turnover, and an impeccable reputation within the industry, this organisation provides an ideal environment for career growth.
If you're ready to take the next step in your financial planning career, this opportunity is not to be missed!
About the Role:
Reporting directly to the Director, you will play a pivotal role in delivering tailored financial strategies to a diverse client base.
Your mission will be to help their HNW clients grow and protect their wealth, acquire new customers, and nurture existing relationships.
With access to established referral networks and a supportive team, you'll have the tools to succeed in building long-term partnerships and making a real difference in clients' financial journeys.
Key Responsibilities: Conduct in-depth, consultative discussions with clients to understand their financial goals and provide holistic, strategic advice.Drive new client acquisition by leveraging referral partnerships and networks.Guide clients through complex decisions about wealth protection, investment structuring, and balancing personal and business financial priorities.Demonstrate strong commercial acumen by fostering long-term relationships with both clients and referral partners.Deliver financial plans that adhere to the highest ethical and professional standards.Skills & Experience Required: Degree Qualified in a relevant field.Proven Independent Financial Adviser (IFA) experience (essential).3–10+ years of experience in the Financial Services sector.Advanced technical skills and an ability to translate complex concepts into actionable strategies for clients.Exceptional communication skills, both written and verbal, with the ability to present and influence effectively.A natural relationship builder who thrives in both client-facing and stakeholder engagement environments.What's on Offer: A well-established, supportive team environment that values integrity and excellence.Access to high-quality clients and strong referral networks.A chance to be part of a firm with an outstanding reputation in Melbourne's Wealth Management sector.This role is ideal for a Financial Planner seeking a new challenge or looking to elevate their career within a supportive and professional organisation.
If you're passionate about providing strategic advice and helping clients achieve their financial goals, we'd love to hear from you!
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