Senior Financial Planner | Wealth Strategy & Client Growth

Lead Financial Pty Ltd; Greater Bendigo; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Professional development

Accreditations support

Flexible working arrangements

Collaborative team culture

Job summary

Lead Financial Pty Ltd in Bendigo, VIC is seeking a Financial Planner to deliver comprehensive financial planning services. This full-time role focuses on strategic advice, personalised plans, and ongoing client engagement.

The successful candidate will have 5+ years of experience, relevant qualifications, and proficiency with XPLAN and MS Office. Flexible working arrangements and ongoing development opportunities are offered.

Qualifications

• Relevant tertiary qualification in finance, accounting or related discipline.
• Current or ability to obtain Financial Adviser Licence endorsements.
• Minimum of 5 years' experience as a Financial Planner or in a similar advisory role.
• Strong knowledge of financial products, investment markets, superannuation, tax and estate planning strategies.
• Excellent communication and interpersonal skills with the ability to explain complex financial concepts clearly.
• Demonstrated ability to build and maintain client relationships and provide exceptional customer service.
• Proficiency with XPLAN and Microsoft Office.
• Strong analytical and problem-solving skills with attention to detail.

Responsibilities

• Conduct comprehensive financial assessments and needs analysis for clients.
• Develop personalised financial plans addressing retirement, investments, tax, insurance and estate planning.
• Provide ongoing advice on investments, superannuation strategies and wealth management.
• Build and maintain client relationships through regular reviews and meetings.
• Identify opportunities to expand client portfolios through referrals and retention.
• Ensure compliance with financial services regulations and internal policies.
• Prepare detailed financial documentation and reports supporting recommendations.
• Stay current with market developments and regulatory changes affecting planning practice.

Skills

Financial planning

XPLAN

Microsoft Office

Communication

Education

Tertiary qualification in finance

Tools

N/A

Job description

Lead Financial Pty Ltd is seeking a Financial Planner to join our growing team in Bendigo, VIC. This is a full-time position that plays a crucial role in delivering comprehensive financial planning services to our clients. As a Financial Planner, you will be at the heart of our business, helping individuals and families achieve their financial goals through strategic advice and tailored solutions. This role offers the opportunity to make a meaningful impact on clients' financial futures whilst contributing to the success and reputation of Lead Financial Pty Ltd.

Key responsibilities

Conducting comprehensive financial assessments and needs analysis for clients to understand their current financial position and future objectives

Developing personalised financial plans that address retirement planning, investment strategies, tax planning, insurance needs and estate planning

Providing ongoing advice and recommendations to clients on investment options, superannuation strategies and wealth management solutions

Building and maintaining strong client relationships through regular reviews, meetings and communication

Identifying opportunities to expand client portfolios and increase business growth through referrals and client retention

Ensuring compliance with all relevant financial services regulations, legislation and internal policies

Preparing detailed financial documentation and reports to support recommendations and client engagement

Staying current with market developments, industry trends and regulatory changes affecting financial planning practice

What we're looking for

A relevant tertiary qualification in finance, accounting or a related discipline, or equivalent professional experience

Current or ability to obtain Financial Adviser Licence endorsements

Minimum of 5 years' experience as a Financial Planner or in a similar financial advisory role

Strong knowledge of financial products, investment markets, superannuation, tax and estate planning strategies

Excellent communication and interpersonal skills with the ability to explain complex financial concepts in clear, accessible language

Demonstrated ability to build and maintain client relationships and provide exceptional customer service

Proficiency with XPLAN and Microsoft Office

Strong analytical and problem-solving skills with attention to detail

A commitment to professional development and continuous learning within the financial services industry

What we offer

At Lead Financial Pty Ltd, we are committed to creating a supportive and rewarding workplace where our team members can thrive. We offer competitive remuneration packages commensurate with experience. Our benefits include professional development opportunities, support for ongoing training and accreditations, flexible working arrangements where possible, and a collaborative team environment that values innovation and client-focused service. We believe in investing in our people and providing pathways for career growth and advancement within the organisation. Our work culture emphasises work-life balance and supports the wellbeing of all employees.

About us

Lead Financial Pty Ltd is a trusted financial planning and advisory firm committed to delivering high-quality, personalised financial solutions to individuals and families throughout regional Victoria. With a focus on understanding our clients' unique needs and aspirations, we pride ourselves on providing ethical, professional advice that helps our clients build sustainable wealth and secure their financial futures. Our team is passionate about the financial services industry and dedicated to maintaining the highest standards of service, compliance and integrity. We are a growing organisation that values expertise, professionalism and genuine client relationships.

Ready to make a difference in clients' financial lives? Apply now to join the Lead Financial Pty Ltd team and take the next step in your financial planning career.

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