Brisbane Senior Financial Adviser - $200k+ Bonus

Jenner Recruitment Pty Ltd

Brisbane

On-site

AUD 170,000 - 230,000

Full time

3 days ago
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Job summary

Jenner Recruitment Pty Ltd in Brisbane is seeking a Senior Financial Adviser to join our team of professionals, handling a book valued at over $1.3m in revenue/clients. The role focuses on delivering tailored strategies across wealth accumulation, superannuation, retirement planning and estate planning, with dedicated paraplanning and client services support.

To succeed you will have 5+ years’ experience as a qualified Financial Planner, a degree or masters in financial planning, and strong

Qualifications

  • Degree/Masters in financial planning (FASEA standard).
  • 5+ years’ experience as a qualified Financial Planner.
  • Strong strategic thinking, analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Self-motivated and committed to continuous learning.

Responsibilities

  • Partner with clients to create tailored financial plans across wealth management.
  • Provide strategic advice on cash flow, debt, superannuation, investments, insurance, and estate planning.
  • Build and maintain long-term client relationships.
  • Ensure advice and service are delivered on time and to high standards.
  • Contribute to practice growth through networking and referrals.

Skills

Strategic thinking
Analytical skills
Problem-solving
Communication skills
Interpersonal skills
Client relationships

Education

Degree/Masters in financial planning

Job description

Jenner Recruitment Pty Ltd in Brisbane is seeking a Senior Financial Adviser to join our team of professionals, handling a book valued at over $1.3m in revenue/clients. The role focuses on delivering tailored strategies across wealth accumulation, superannuation, retirement planning and estate planning, with dedicated paraplanning and client services support.

To succeed you will have 5+ years’ experience as a qualified Financial Planner, a degree or masters in financial planning, and strong

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