The opportunity
The wealth arm of a multi-disciplinary professional services firm is appointing a Senior Financial Planner. With an in-house accounting and tax practice feeding warm referrals, you will advise business owners and professionals on building and protecting wealth.
What you’ll do
- Own complex advice relationships for business owners and professional clients.
- Lead strategy across SMSF, investments, retirement and wealth protection.
- Partner with the in-house accounting and tax teams on integrated advice.
- Mentor planners and review advice quality.
- Maintain rigorous compliance with the firm’s advice framework.
What you’ll bring
- Full authorisation, FASEA exam complete and an approved degree.
- Strong financial planning experience, ideally with SMSF and business-owner clients.
- The ability to collaborate across accounting, tax and advice.
- A consultative, strategic style.
Why this role
- A built-in referral pipeline from the accounting practice.
- Integrated, multi-disciplinary advice for sophisticated clients.
- Hybrid working and clear progression.
About the employer
Our client is a multi-disciplinary professional services firm pairing accounting, tax and wealth under one roof, with a strong base of business-owner clients. Aussie Talent Group is partnering with them on this appointment.