Senior Financial Planner — Hybrid Melbourne, Leads Growth

Tomorrow Financial Solutions; Melbourne; Hybrid; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Leads provided

Paraplanning support

Hybrid role

AI-driven platforms

Job summary

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

Qualifications

• 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.

Responsibilities

• 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

Skills

Financial planning

Client relations

Team collaboration

Regulatory compliance

Education

Approved degree or equivalent

ASIC Financial Adviser exam

Job description

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