Financial Planner - Blackburn location
A well established accounting and advisory practice in Blackburn is seeking a Financial Planner to join a collaborative and client focused team. The business provides expertise in accounting and tax, complemented by specialist capability across audit, wealth management, superannuation, financing and property. This is a client facing advice role within a modern and well run professional services environment.
This opportunity suits an Adviser who values quality advice, long term client relationships and working within a multidisciplinary firm where financial planning is supported by broader technical expertise.
The role will involve managing and developing a portfolio of clients, conducting client meetings, preparing and presenting advice and working closely with the client services and paraplanning team to ensure advice is implemented accurately and efficiently. You will be responsible for maintaining strong client relationships, providing ongoing strategic advice and ensuring all work is delivered in line with regulatory and compliance requirements.
The team operates in a supportive, collaborative environment with a strong focus on integrity, professionalism and consistent client outcomes. The office is based in Blackburn in a modern and well appointed practice.
In support of the positive culture and inclusive environment, benefits include:
Work from home one day per week
Lunch provided every day
Four minute walk from Blackburn Train Station
Free on street parking
Ongoing internal and external training
Income protection paid in full
To be successful in this role you will be an experienced Financial Planner with strong technical knowledge, excellent communication skills and a client first approach to advice. You will be comfortable working within a structured advice process and committed to delivering high quality outcomes for clients.
This is an excellent opportunity to join a stable and well regarded professional services firm offering a high quality client base, strong internal support and attractive working conditions.
For more information, please apply now or contact:
Kiera Brown