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Financial Planner -Perth

Our client is a national non-bank aligned Financial Services firm. Due to the substantial growth of their client base, they now require the services of an experienced Financial Adviser in their Wembley office.

As the ideal candidate, you will have key Financial Advice experience alongside SOA writing experience. Additionally, you will be proactive and able to generate your own leads.

This is an exciting role in that it offers the potential for equity after 2 years and comes with an existing client referral network. The role will involve the delivery of holistic Financial Planning with a focus on risk, SMSF, transition to retirement, and superannuation.


  • 2-3 years of Financial Planning experience

  • Advanced Diploma of Financial Planning

  • COIN software experience is an advantage

The rewards

  • Competitive salary and employee benefits

  • Great team culture

  • Equity potential after 2 years

  • Strong referrals

If you have the experience required and are passionate about a career in Financial Planning, please apply today!

Call Parbati on 0499 771 714 or email Parbati@terringtonconsulting.com.au for more information

Date Posted
Banking & Finance
Perth, WA 6014
Job Type
Full Time, Permanent
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