Description

Senior Financial Planner
Job Summary
Join a fast-growing advisory team where your expertise will directly influence client outcomes. This is a unique opportunity to step into a business with an established client base, strong referral ecosystem, and significant untapped opportunity. Perfect for an experienced financial planner ready to elevate their career in a dynamic, client-focused environment.
Benefits
Lead planning for a diverse portfolio of clients, delivering tailored solutions that create real financial impact.
Work alongside senior advisers and gain exposure to sophisticated wealth management strategies.
Be part of a forward-thinking firm committed to innovation, with opportunities for advancement into leadership roles.
Contribute to meaningful projects that influence client success and long-term relationships.
Receive support for ongoing professional development aligned with your career aspirations.
Key Responsibilities
Develop comprehensive financial plans that align with clients’ goals and risk profiles.
Build and maintain strong client relationships through proactive engagement and strategic advice.
Collaborate with internal teams to deliver integrated wealth management solutions.
Stay informed on market trends and regulatory changes affecting advice and compliance.
Take ownership of client portfolios, ensuring high service standards and adherence to best practices.
Requirements
Minimum 5 years' experience as a Financial Planner, with demonstrated success in advising high-net-worth clients.
Advanced knowledge of superannuation, estate planning, and investment strategies.
AFSL and RG146 accreditation (or equivalent).
Proven ability to work independently and manage complex client needs.
Excellent communication skills with the confidence to influence and educate clients.
Strong compliance history and commitment to ethical advice.
Apply Now or Refer a Friend
If you think this could be the role for you, please apply now.
If you have any questions, please contact Will Westcott from Fuse Recruitment on 0468020792
At Fuse, we specialise in recruitment for the FINANCIAL SERVICES industry and actively source for a broad range of established clients. If you are an experienced Financial Planner looking for your next opportunity, we would love to hear from you.
Know someone suitable for this role? Refer them through Fuse Connect Me and earn up to $500 for every successful referral.
Sign up here: https://candidate.referec.com/campaign/N5MBB2