Financial Planner | Equity Buy-in

National leading firm, Phenomenal package and business for the right candidate, Senior role with variety.


Our client is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies, and investment management. This firm has earned a reputation for unwavering commitment to their clients based on the core principles of genuine client advocacy, quality advice, and world-class portfolio construction services.

Our client is now nationally recognised as having arguably the leading client-centric advice process in Australia. Members of the group in fact are in significant demand to train other advisers in the highly recognised “Lead Adviser” program.


This position is without a doubt very exciting! The role would be ideal for a Financial Planner who has been in the industry for a minimum of 5-7 years. This position does not require you to bring clients, as this high performing firm has an already established and managed client book for you to take on.

This will NOT be product-focused, and all paraplanning is all done externally.

Areas of coverage;

  • Business succession planning.
  • Estate planning.
  • Retirement planning.
  • Wealth preservation.
  • Investment portfolio services.
  • Personal injury services.
  • Personal risk advice.

In addition;

  • Implement innovative investment strategies.
  • Manage your own time and be driven by providing solid strategic advice for your clients.
  • Be part of building the business further.
  • Having in-depth conversations to understand your client’s needs.
  • Proactively look for new business, utilise leads and referrals in the business.


  • 5-7 years experience as a Financial Planner.
  • Have completed or be on track to complete the FASEA Financial Planning education requirements.
  • Excellent communication and time management skills.
  • Able to display initiative and be a flexible team player.
  • Strong business development skills to grow your client base.
  • Professional and well presented.


  • Above award salary + bonus.
  • Equity buy-in is available.
  • Opportunity to work in a market-leading financial institution with excellent support.
  • You will obtain excellent insights into a leading firm.
  • The sky is the limit with career progression.

This a real opportunity for someone who is passionate about growing their career with a market-leading firm and being apart of something.

If this role, in particular, does not suit what you're looking for inside financial services, please send myself a cover letter illustrating what exactly you're looking for.

I look forward to working with you soon.

07/09/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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