At Generational Wealth Partners, we help clients achieve financial security and long-term success through tailored advice and trusted relationships.
Key Responsibilities
* Provide comprehensive financial advice aligned with client goals and compliance standards.
* Build and maintain strong client relationships through exceptional service and clear communication.
* Collaborate with paraplanners and admin teams to ensure smooth implementation of advice.
* Stay informed on legislative changes, market trends, and product updates.
About You
* Fully qualified Financial Planner with relevant certification.
* Experience in a financial planning role.
* Highly motivated, proactive, and dedicated to delivering outstanding results for clients.
* Strong interpersonal skills – this is a relationship-driven role.
* Ability to interpret complex financial data and communicate solutions clearly.
* Knowledge of compliance requirements and industry best practices.
Why Join Us?
* Very competitive remuneration and career progression pathways.
* Supportive team culture with ongoing professional development.
* Opportunity to work with a respected brand and diverse client base.
Ready to take the next step in your financial planning career? Apply now via Seek or email