" \u003cdiv class=\"ja-job-details\"\u003e \u003ch2 class=\"title\"\u003eFinancial Planner - Excellent Bonus + Equity Opportunity\u003c/h2\u003e \u003cdiv class=\"meta\"\u003e \u003cul class=\"classifications\"\u003e \u003cli data-id=\"18386\"\u003e Banking \u0026amp; Finance \u003c/li\u003e \u003cli data-id=\"18387\"\u003e Financial Planning \u003c/li\u003e \u003cli data-id=\"18388\"\u003e Melbourne \u003c/li\u003e \u003cli data-id=\"18389\"\u003e Permanent / Full Time \u003c/li\u003e \u003c/ul\u003e \u003cp class=\"date-posted\"\u003e 14/10/2026 \u003c/p\u003e \u003c/div\u003e \u003cul class=\"bullet-points\"\u003e \u003cli\u003eDriven and Ambitious Colleagues\u003c/li\u003e \u003cli\u003eBonus + Equity Opportunity\u003c/li\u003e \u003cli\u003eSteady Stream of Referrals\u003c/li\u003e \u003c/ul\u003e \u003cdiv class=\"description\"\u003e A leading financial services organisation is looking to add to its financial planning team in its Melbourne office. It is a highly unusual opportunity - to be a senior financial planner with a ready built internal referral source, and the opportunity to build into an equity position.\u0026nbsp;\u003cbr\u003e \u003cbr\u003e Your responsibilities will be to take in referrals of clients, meet with them, analyse their needs and objectives and then suggest suitable strategies for wealth accumulation, pre and post retirement. Resources will be numerous, with total administrative and paraplanning support. \u0026nbsp;Strong practical experience within direct equities and investments will be advantageous.\u003cbr\u003e \u003cbr\u003eThis role would suit an experienced planner looking to step outside of a large corporate organisation and build something of value, or an adviser who has nowhere else to grow in their current firm. You find relationship building easy, and conversion of clients enjoyable. You have the all the appropriate qualifications. This is a rare role and upon enquiry you will realise the significance of the opportunity.\u003cbr\u003e \u003cbr\u003e Should you wish to discuss this opportunity, please contact \u003cstrong\u003eMark Fradkin\u003c/strong\u003e as soon as possible on \u003cstrong\u003e0417 112 220\u003c/strong\u003e and/or apply online. \u003c/div\u003e \u003cdiv class=\"apply\"\u003e \u003ca class=\"back-link\" href=\"#\" title=\"Back to search results\"\u003eBack to search results\u003c/a\u003e \u003cinput type=\"button\" class=\"ja-button\" data-job-id=\"4478406\" value=\"Apply Now\" title=\"Apply Now\" /\u003e \u003c/div\u003e \u003c/div\u003e "