Senior Financial Planner

Job Description

Who will you be working with?

You’ll be working within a leading multi-disciplinary wealth management firm who support businesses with accounting, bookkeeping, tax, financial planning, loans, and self-managed super fund management. Our client is looking for a Senior Financial Planner to join their growing team and provide tailored holistic advice to their clients.

What are the benefits?

  • Hybrid working arrangements
  • Award winning firm
  • Modern office space
  • Ongoing training and development
  • Supportive office culture

What will you be doing?

  • Service an existing book of clients
  • Provide tailored holistic advice
  • Generate new business through referral partners and client referrals
  • Oversee advice process to ensure efficiency and compliance
  • Build and maintain ongoing client relationships

What do you need?

  • Experience providing complex holistic advice
  • FASEA qualified
  • Diploma or Bachelor of Financial Planning
  • Strong business acumen

For a confidential discussion about this opportunity, please call Sarah Frank on 0412 905 729
or send your application to [email protected]

At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we’d love to hear from you!

If you know someone looking for a job, refer them to us and we’ll give you $500* if we find them a new role!

#SCR-sarah-frank

#ChooseFuse

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