Financial Planner

About the role

Sheridan's Private Wealth Pty Ltd is seeking an experienced Financial Planner to join our growing team in Glenelg, SA. This is a full-time position that plays a crucial strategic role in delivering comprehensive financial planning services to our diverse client base. As a Financial Planner, you will be instrumental in helping clients achieve their financial goals through tailored advice and strategic planning solutions. This role offers the opportunity to work directly with clients whilst collaborating closely with our accounting and financial advisory teams to provide holistic financial solutions.

What you'll be doing

1. Conducting comprehensive financial needs analysis and fact-finding meetings with clients to understand their financial objectives, risk tolerance and circumstances

2. Developing personalised financial plans covering areas such as investment strategy, retirement planning, tax planning, estate planning and insurance needs

3. Providing ongoing financial advice and recommendations aligned with clients' life stages and changing circumstances

4. Preparing detailed financial planning reports and presenting recommendations to clients in a clear and understandable manner

5. Identifying opportunities to enhance clients' financial positions through strategic planning and product recommendations

6. Maintaining detailed client records and ensuring compliance with all regulatory requirements and professional standards

7. Building and maintaining strong client relationships through regular reviews and proactive communication

8. Collaborating with accountants, tax specialists and other team members to deliver integrated financial solutions

9. Staying current with industry developments, regulatory changes and financial products to provide up-to-date advice

10. Contributing to the growth of the financial planning practice through relationship development and client retention

What we're looking for

1. Formal qualifications in financial planning, accounting or related field

2. Meeting all requirement to become an Authorised Representative of a licensee. Ideally already Authorised or in process of completing Professional Year

3. Minimum of 3-5 years' experience in financial planning or financial advisory roles

4. Strong knowledge of financial planning principles, investment products, superannuation and tax-effective strategies

5. Excellent communication skills with the ability to explain complex financial concepts in accessible terms

6. Demonstrated ability to build and maintain strong client relationships

7. Strong analytical and problem-solving capabilities

8. Proficiency with financial planning software and Microsoft Office applications

9. Understanding of compliance requirements and obligations under financial services legislation

10. Professional approach with a commitment to delivering quality advice and service excellence

11. Preferred: Experience in a practice environment or exposure to accounting services delivery

What we offer

At Sheridan's Private Wealth, we are committed to supporting the professional and personal development of our team members. We offer competitive remuneration packages commensurate with experience and qualifications. You will have access to ongoing professional development opportunities, including training and support to maintain and enhance your financial planning credentials. We foster a collaborative team environment where your ideas are valued and your contributions are recognised. Our supportive workplace culture emphasises work-life balance and provides the flexibility to grow within a respected, established practice. We invest in our people and provide the tools and resources necessary to deliver exceptional client service.

About us

Sheridan's Private Wealth Pty Ltd is an established financial services practice based in Glenelg, South Australia. We are committed to delivering high-quality accounting, tax and financial planning services to our diverse client base, ranging from individuals and families to small and medium-sized businesses. Our team combines deep expertise with a genuine commitment to understanding our clients' unique circumstances and objectives. We pride ourselves on building long-term relationships with clients through professional integrity, personalised service and sound financial advice. Our collaborative approach ensures that clients benefit from integrated solutions combining accounting and financial planning expertise.

Apply now

If you are a dedicated financial planning professional seeking to make a meaningful impact for clients whilst growing your career with an established, respected practice, we would like to hear from you. Please submit your application including your CV, a cover letter outlining your relevant experience, and your contact details to join the Sheridan's Private Wealth team.