Senior Financial Planner — Excellent Bonus + Equity

Five Recruitment; Melbourne; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Bonus

Equity opportunity

Job summary

Five Recruitment in Melbourne is seeking an experienced Financial Planner to join a leading financial services organisation. You will receive referrals, meet clients, analyse needs and propose wealth strategies for accumulation and retirement planning. The role includes substantial support and a path toward equity.

This rare opportunity emphasizes an excellent bonus structure and the potential to progress into equity as you build a valued practice within the firm.

Responsibilities

• Take in referrals of clients, meet with them, analyse their needs and objectives and then suggest suitable strategies for wealth accumulation, pre and post retirement.
• Provide wealth accumulation and retirement planning guidance, with administrative and paraplanning support available.
• Leverage equity opportunity and internal referrals to grow the client base and build long-term relationships.

Job description

Five Recruitment in Melbourne is seeking an experienced Financial Planner to join a leading financial services organisation. You will receive referrals, meet clients, analyse needs and propose wealth strategies for accumulation and retirement planning. The role includes substantial support and a path toward equity.

This rare opportunity emphasizes an excellent bonus structure and the potential to progress into equity as you build a valued practice within the firm.