Senior Financial Planner | Gold Coast | $140k+ Full time
Exclusive to Jenner Recruitment, our client is searching for a holistic Senior Financial Planner to join their busy and growing team!
Our Client A rare opportunity has arisen with a well-respected financial planning firm for a Senior Financial Planner to provide ethical and quality comprehensive advice. Their overall core belief is to guide their clients towards achieving their individual meaningful life goals, making the financial planning process clear and manageable.
The Role This role seeks an experienced Senior Financial Planner whose primary focus is to provide specialist financial advice and enhance existing and new client relationships.
Duties will include (but are not limited to):
Provision of ongoing and comprehensive Financial Planning advice to clients encompassing strategies such as SMSF, Super, Transitions to Retirement, Centrelink Planning, Cash Flows, Investments, and Risk Build and strengthen relationships with Business Referral partners to improve and increase business Work with the paraplanning team to formulate strategies to meet client needs and goals Manage reviews and regular contact with clients Comply with all regulatory requirements, including provision of appropriate disclosures, ensuring all advice is in the client's best interests and meeting all CPD requirements. About You You will have had at least 3-5 years as a Financial Advisor with a background in strategy development of Superannuation, Risk, and Retirement, and a thorough knowledge of Wealth Creation and Investment. You should possess the drive and motivation to build solid business relationships.
You will need to possess the following skills:
Relevant FASEA approved tertiary qualification that meets the current requirements for Authorised Representative designation. Minimum of 3-4 years experience as a Financial Planner providing holistic advice Strong influencing and negotiation skills Ability to drive and develop internal and external relationships and work in a team environment that can facilitate outcomes for clients Excellent communication and presentation skills If you are passionate about financial planning and have all of the necessary skills, please call Christine Jenner on 0447 444 505 or email your resume in a word format to for a confidential discussion.
Who Is Jenner Recruitment? We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors.
With over 48 years combined experience, we are highly regarded for our honesty, integrity, and ethical approach to our clients and candidates, offering personal innovative solutions.
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