Senior Financial Adviser – Sunshine Coast | $200k+ Bonus

Jenner Recruitment; Sunshine Coast Regional; On-site; AUD 180,000 - 220,000; Full time

Job summary

Jenner Recruitment is assisting a respected financial planning business on the Sunshine Coast to hire a Senior Financial Adviser. The role focuses on delivering tailored strategies across superannuation, retirement planning, insurance, SMSF, risk, and investments, with a book valued at over $1m.

You will receive paraplanning and client services support, ongoing training and career development, and a collaborative, client-centred culture that rewards high-quality service and strong relationships.

Qualifications

• Degree/Masters in financial planning (or equivalent qualification) that meets current education/FASEA standards.
• 5+ years’ experience as a qualified Financial Planner.
• FASEA standards compliance.
• Strong communication and interpersonal skills.
• Able to manage a book of over $1m in revenue/clients.

Responsibilities

• Partner with clients to create tailored financial plans covering wealth management, cash flow, debt, superannuation, investments, insurance, and estate planning.
• Provide strategic advice across multiple wealth management areas.
• Build and maintain trusted long-term client relationships.
• Ensure advice and service are delivered accurately, on time and to a high standard.
• Proactively contribute to practice growth through referrals and networks.

Skills

Strategic thinking

Analytical skills

Problem-solving

Communication

Interpersonal skills

Attention to detail

Self-motivated

Team player

Education

Degree/Masters in financial planning

Job description

Jenner Recruitment is assisting a respected financial planning business on the Sunshine Coast to hire a Senior Financial Adviser. The role focuses on delivering tailored strategies across superannuation, retirement planning, insurance, SMSF, risk, and investments, with a book valued at over $1m.

You will receive paraplanning and client services support, ongoing training and career development, and a collaborative, client-centred culture that rewards high-quality service and strong relationships.