Senior Financial Planner / Team Leader

Company Overview 

The business is in growth mode both in terms of adding advisers and in ensuring that advice provided and support given is first rate. 

Role Overview 

The focus is on providing exceptional quality in terms of advice and service and managing a small team.
There is full paraplanning and adviser support provided, along with strong leadership and buy-in from the wider group.


  • Provide service and advice in order to retain and grow the client base
  • Provide tailored financial advice to a range of clients by developing strategies and plans that meet each clients needs
  • Providing annual reviews for existing clients
  • Meet and exceed KPI’s relating to revenue and retention
  • Ensuring advisory standards, process and controls are adhered to

Skills & Experience

The ideal candidate will be a professional adviser, who is passionate about delivering quality outcomes to clients, who is commercially minded and is success orientated. Also:

  • Minimum of four years’ experience as a financial planner
  • Advanced Diploma of Financial Planning and degree qualified
  • Preferably CFP
  • Ability to build strong relationships internally and externally
  • Strong track record of success as an adviser

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume or contact Chris Gordon on 02 9240 6366

Senior Financial Planner / Team Leader

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