Job Description

Woods & Co Recruitment have partnered with a well-established boutique firm in South Yarra specialising in wealth management and retirement planning. 

As a Senior Financial Planner, you’ll be the primary point of contact for a high-value portfolio, advising clients on all aspects of wealth creation, tax planning, superannuation, and retirement strategies. You’ll have the opportunity to cultivate strong client relationships, tailor financial plans to individual needs, and work with a team of skilled support staff to ensure smooth, personalised service.

What do you do:

As a Senior Financial Planner, you will:

• Manage and grow an established portfolio of clients.
• Deliver tailored financial advice across investments, superannuation, and retirement planning.
• Leverage cutting-edge technology and a highly skilled support team for seamless service delivery.
• Build strong, long-term relationships with clients, ensuring their financial goals are met.
• Stay ahead of industry trends and legislative changes to provide best-in-class advice.

What do you need:

• Minimum 5 years of experience as a financial planner, ideally in wealth management or retirement planning
• FASEA-accredited and CFP-accredited preferred
• Proven experience working with high-net-worth clients, or retirement planing with excellent interpersonal skills
• In-depth knowledge of financial planning software and regulatory requirements
• Strong analytical skills and an ability to present complex information clearly and persuasively

What’s on Offer:

• Competitive remuneration package with performance incentives
• Supportive, client-focused work environment
• Opportunity to lead in a boutique setting with room for career growth
• Modern offices in the heart of South Yarra, close to public transport 

If you're as passionate about this position as we are then please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion please call Xavier on 0439 565 880.
  
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  
*You will only be contacted if you are shortlisted