Senior Financial Planner

Tomorrow Financial Solutions; Melbourne; Híbrido; AUD 120.000 - 150.000; Tempo integral

Benefícios oferecidos por esta vaga

Leads provided

Paraplanning support

Hybrid role

AI-driven platforms

Resumo da vaga

Tomorrow Financial Solutions in Melbourne is seeking a qualified Senior Financial Planner to join our growing team. You will provide holistic advice across superannuation, SMSFs, investments, retirement, insurance and estate planning to clients referred from our lending base, with support from paraplanning and administration.

This hybrid role offers leads from the lender base, a clear growth path within The Advice Exchange and LOLC partnership, and collaborative work with a skilled team

Qualificações

• Must meet ASIC professional standards: approved degree or equivalent qualification and pass in the financial adviser exam.
• Registered, or eligible to be registered, as a relevant provider on the Financial Advisers Register.
• At least 5 years’ experience giving personal advice to retail clients.
• Ability to advise on SMSFs, including strategy, contributions and retirement phase.
• Clean compliance and disciplinary record.
• Strong record of teamwork and collaboration.

Responsabilidades

• Give holistic personal advice across superannuation, SMSFs, investments, retirement, insurance and estate planning needs
• Meet clients referred by the TFS lending team and turn first meetings into long-term advice relationships
• Prepare and present Statements of Advice and annual reviews with support from paraplanning team
• Build your own referral network with accountants, solicitors and other professionals to generate new business
• Work with management on the division’s growth plan, including the service offer, processes and team capability
• Share technical knowledge and support colleagues across the team
• Meet the best interests duty, the Code of Ethics and licensee compliance standards on every file

Conhecimentos

Financial planning

Client relations

Team collaboration

Regulatory compliance

Formação

Approved degree or equivalent

ASIC Financial Adviser exam

Descrição da vaga

Senior Financial Planner | Leads provided | Hybrid, Melbourne

Join a growing financial services group where our lending business provides a steady flow of qualified client referrals, and help shape the next stage of our Financial Planning division.

About TFS

Tomorrow Financial Solutions (TFS) is an Australian financial services group that brings lending and financial planning together, supported by fintech and AI-driven platforms. Through our strategic partnership with LOLC, one of the region’s leading diversified financial services groups, TFS is in a strong growth phase. TFS Financial Planning operates under The Advice Exchange Pty Ltd, AFSL 278937.

The role

We are looking for a qualified and experienced Financial Planner to join our Melbourne team. You will give holistic advice to clients referred from the TFS lending client base, work closely with our paraplanning and support team, and help management grow the division.

What you will do

• Give holistic personal advice across superannuation, self managed super funds (SMSFs), investments, retirement, insurance and estate planning needs
• Meet clients referred by the TFS lending team and turn first meetings into long-term advice relationships
• Prepare and present Statements of Advice and annual reviews with support from our paraplanning team
• Build your own referral network with accountants, solicitors and other professionals to generate new business
• Work with management on the division’s growth plan, including the service offer, processes and team capability
• Share technical knowledge and support colleagues across the team
• Meet the best interests duty, the Code of Ethics and licensee compliance standards on every file

What you bring

• You meet the ASIC professional standards: an approved degree or equivalent qualification, and a pass in the financial adviser exam
• You are registered, or eligible to be registered, as a relevant provider on the Financial Advisers Register
• At least 5 years’ experience giving personal advice to retail clients
• The ability to advise on SMSFs, including strategy, contributions and retirement phase
• A clean compliance and disciplinary record
• A strong record of working well in a team and with support staff

Nice to have

• CFP designation, or working towards it
• Experience advising medical and healthcare professionals
• Experience helping to build or grow an advice practice

What we offer

• $120,000 to $150,000 package plus super, depending on experience
• Leads provided from the TFS lending client base, so more of your time goes to advice
• Paraplanning and administration support
• Fintech and AI-driven platforms that reduce manual work
• A real voice in growing the division, with long-term career paths backed by our LOLC partnership
• Full-time hybrid role, with time in our Hawthorn East office and from home