Senior Holistic Financial Planner - HNW Wealth (Brisbane)

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

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.