Are you an experienced Financial Planner looking for an exciting opportunity to grow your career and collaborate with a successful accounting practice? We are an established firm in Brisbane, and we're seeking a talented Financial Planner to join our team.
About Us
Our accounting practice has been under the leadership of our current director for the past 10 years, during which time we've achieved remarkable growth. We pride ourselves on offering a comprehensive range of services, including Financial Planning and Finance, and have built a strong reputation for delivering exceptional client outcomes.
Our financial planning firm specialises in SMSF and superannuation advice, with a proven track record of providing tailored solutions to meet our clients' needs. All financial planning clients are referred directly from our accounting services, giving you access to an established and growing client base.
The Opportunity
We are looking for a Brisbane-based Financial Planner to join our team and help us continue to deliver exceptional financial planning services to our clients. In this role, you will:
* Work closely with our accounting team to provide holistic financial solutions.
* Meet with clients in our modern office space and utilise our resources, including meeting rooms and administrative support.
* Focus on building strong client relationships and delivering tailored financial advice, particularly in the areas of SMSF and superannuation.
What We're Looking For
* A qualified and experienced Financial Planner with a minimum of 4 experience.
* Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
* A team player who is eager to collaborate and contribute to a supportive and professional environment.
* A commitment to providing exceptional service and achieving the best outcomes for clients.
What We Offer
* Access to a growing client base, with all financial planning clients referred from our accounting services.
* A collaborative and supportive team environment where your expertise will be valued.
* Opportunities for professional growth and career development.
* Use of our office space, meeting rooms, and administrative support to help you focus on what you do best—serving clients
Next Steps
If this opportunity aligns with your career goals and you're ready to take the next step, we'd love to hear from you
Please email with your CV and a brief introduction about yourself, your experience, and why you're interested in this role.
We look forward to welcoming a passionate and experienced Financial Planner to our team and working together to achieve great success
If this sounds like the right job for you, then please Apply Now