About the companyThis highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Perth CBD team.About the
Senior Financial Planner – Comprehensive AdviceHigh-Autonomy & Flexibility: Manage your own diary with a balanced 3 days in office / 2 days WFH hybrid model.100% Client-Focused: Full admin and paraplanning support so you can focus entirely on client relationships, not writing plans.Warm Client Base & Warm Leads: Inherit an established client portfolio and receive warm appointments directly booked into your calendar.The Company A leading industry super