Description

Join a Leading Name in Financial Planning

Our client is a well-established, respected financial planning organisation with offices across Victoria and NSW. Due to ongoing growth, they are looking for a skilled Senior Financial Planner to join their high-performing advisory team.

Based primarily in Dandenong, you will work with high-net-worth individuals and deliver complex advice with clarity and confidence. 

Your Role

Conduct approx. 10–14 client meetings per week, especially during peak tax periods

Deliver tailored, technical financial advice in a client-friendly way

Manage a portfolio of high-value clients

Collaborate with a dedicated paraplanner and client services officer

What You Bring

  Proven experience as a Financial Planner within a private bank, accounting firm, or  commercial advisory practice
Strong background working with high-net-worth clients
Excellent interpersonal and relationship-building skills
High level of technical advice knowledge
Sales-driven, professional, and motivated to grow within a leading firm

What We Offer

Join a nationally recognised planning organisation with strong leadership

Be part of a supportive, high-achieving team of 6 advisors

Access to premium client base and robust internal resources

Clear pathway for career development and long-term growth

Strong leadership and mentorship from senior decision maker

For a confidential discussion please call Chris on 0425 726 288 or apply as directed below.