We're looking for an experienced Financial Planner who:
* Is an accomplished adviser ready to elevate their strategic skills.
* Holds a Masters qualification, CFP, FChFP, or equivalent, along with FASEA certification.
* Is committed to continuous learning and embraces change with a positive mindset.
* Has a holistic approach to financial planning, aiming to empower clients with knowledge and solutions tailored to their needs.
* Demonstrates a collaborative attitude and enjoys being part of a high-performance team with a client-first approach.
* Has experience in a boutique firm (preferred) and is proficient with Xplan, Microsoft 365, and other relevant financial planning software.
Who We Are
We are a boutique, holistic advisory firm based on the Mornington Peninsula with an office in Prahan. We are dedicated to helping business owners and professional investors across Australia build sustainable, long-term wealth and protect a lifetime of effort. With a commitment to innovative, personalised strategies, we strive to make wealth management straightforward and effective for a rapidly growing client base.
The firm is partnered with large but dynamic professional services businesses from Accounting, Mortgages, Equipment leasing and finance, Property, Management, Consulting and Coaching services.
We are active in running high-end personal and virtual events, focusing on client education and experience.
Our Purpose
To make wealth simple and achievable for professionals and small to medium business owners and professional investors.
Our Mission
To create a financially confident community by fostering long-term relationships grounded in trust, education, and empowerment. We are on a mission to guide over 1,000 clients to build their lives by design, achieving the freedom and security to live that life fully.
Our Core Values
We Lead, We Love, and We Laugh – and we're dedicated to inspiring our clients to live their best lives by design.
What's the Role
This is a unique opportunity to join a forward-thinking advisory firm with a mission to enhance the quality of financial advice across Australia.
As a Financial Planner at Fenton Financial, you will:
* Manage an existing client portfolio: Take over a book of established clients from the Director, providing high-touch advisory services with a focus on personalised financial strategies.
* Build and maintain new client relationships: Collaborate with our Principal Adviser, Andrew Fenton, benefiting from hands-on mentorship and insights from an experienced industry leader.
* Engage with industry-leading partners: Work alongside top professionals in complementary fields, gaining exposure to holistic financial strategies and cutting-edge practices.
* Expand client portfolios through referrals and lead generation: Grow the client base with new referrals and leads, supported by our senior adviser's network.
* Provide comprehensive, client-centered advisory services: Manage inquiries on SMSF, superannuation, investments, insurance, tax, estate planning, and more, while delivering impactful financial strategies that resonate with our clients' goals.
* Support our mission: Own and execute your operating priorities to support the firm's mission of building a financially confident community.
What Are The Benefits
* Hybrid working arrangements
* Offices in Mornington Peninsula and Prahan
* Be part of a supportive, high-performance team.
* Travel around Australia and internationally to client events
* Collaborate with some of Australia's top professionals in their fields.
* Access valuable growth and mentorship opportunities within a respected advisory firm.
To apply, please respond to the advert.
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