Up to $180,000 Base + Super + Performance Bonus
Are you an experienced financial planner ready to step into a senior role where your expertise is recognised, rewarded, and supported? We are partnering with a leading financial services team in Sydney to recruit a Senior Financial Planner who thrives on delivering exceptional client outcomes and wants long-term career growth.
What You'll Be Doing:
As a Senior Financial Planner, you will take responsibility for managing and growing a portfolio of clients, delivering high quality personalised financial planning advice, and building strong client relationships. You'll work closely with the broader advisory team to influence strategy, drive profitability, and uphold best-in‐class service standards.
What We're Looking For:
* 6+ years' experience in a financial adviser or planner role with proven success managing and advising a client portfolio
* Strong technical knowledge and practical use of Xplan and Wealth Solver (highly regarded)
* Exceptional communication skills and the ability to build trusted, long‐term relationships with clients
* Commercial acumen with a focus on quality advice and profitable growth
What's on Offer:
* Competitive Salary – (negotiable depending on experience) Base + Super + bonus
* Attractive Bonus Structure – Annual bonus tied to performance and profitability
* Flexible Work – Up to 50% work from home
* Professional Development – Financial support and dedicated time to pursue further relevant qualifications/certifications
A collaborative, supportive culture where your contribution matters
If you're ready to take the next step in your financial planning career with a role that offers real responsibility, tangible rewards, and flexibility, we want to hear from you!
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