Senior Financial Planner | Brisbane | $165k

Jenner Recruitment Pty Ltd; Brisbane; On-site; AUD 149,000 - 182,000; Full time

Job summary

Jenner Recruitment Pty Ltd in Brisbane is seeking a Senior Financial Planner to provide holistic financial planning advice to high‑net‑worth clients. The role focuses on strategic wealth solutions, SMSF, trusts and retirement planning within a supportive, client‑centred team.

You will interview and review clients, build internal networks, and drive new business while delivering tailored strategies and clear recommendations.

Qualifications

• Provision of comprehensive Financial Planning advice including SMSF, Trusts, Companies, Superannuation, Transition to Retirement, Centrelink Planning, Cash Flows, Investments and Risk.
• Client interviews and reviews.
• Duties as required by the role.

Responsibilities

• Provide comprehensive financial planning advice to clients including SMSF, Trusts, Companies, Superannuation, and Retirement strategies.
• Conduct client interviews and reviews to assess needs and tailor plans.
• Develop and maintain internal and external relationships to grow the practice.

Skills

Financial planning

Client relationships

Strategic planning

Communication skills

Education

Masters or Graduate Diploma of Financial Planning

Job description

Senior Financial Planner | Brisbane | $165k

Exclusive to Jenner Recruitment we are looking for a holistic Senior Financial Planner.

Our Client

Situated inthe surrounds of Brisbane city , our client is a highly regarded in financial planning and providesquality advice to their HNW clientele.

Their philosophy is all about putting their clients first and committing to their life-style goals through a structured process.

They focus on understandingtheir client'ssituation and providing tailored solutions to suit their individual needs.

The Role

This role seeks an experienced Financial Planner whose primary focus is to provide specialist financial advice and who has the prospecting ability to enhance existing and new client relationships and build internal networks.

Working with a team of financial specialists to increase business prospects, this is a great opportunity for a driven, relationship-focussed, self motivated professional.

Duties will include (but are not limited to):

• Provision of comprehensive Financial Planning advice to clients encompassing strategies such as SMSF, Trusts, Companies, Superannuation, Transition to Retirement, Centrelink Planning, Cash Flows, Investments and Risk
• Clientinterviews and reviews
• Other duties as required.

About You

You will be an experienced Holistic Snr Financial Advisor with a background in strategy development of complex strategies as well as Superannuation, Risk, Retirementand a thorough knowledge of Wealth Creation and Investment and have the drive and motivation to build solid business relationships.

You will be working in a supportive and professional environment and will need to possess the following skills:

• Masters or Graduate Diploma of Financial Planning is preferred
• Tertiary qualification is desirable
• Minimum of4 years working as a Financial Planner
• Strong influencing and negotiation skills
• Ability to drive and develop internal and external relationships
• Excellent communication and presentation