Job Title

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, youll 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. Youll 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 planningFASEA-accredited and CFP-accredited preferredProven experience working with high-net-worth clients, or retirement planning with excellent interpersonal skillsIn-depth knowledge of financial planning software and regulatory requirementsStrong analytical skills and an ability to present complex information clearly and persuasivelyWhats on Offer:Competitive remuneration package with performance incentivesSupportive, client-focused work environmentOpportunity to lead in a boutique setting with room for career growthModern offices in the heart of South Yarra, close to public transportIf 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 #J-18808-Ljbffr