Financial Planner

Progeny

. Inherit and manage a diverse portfolio of high-net-worth and very-high-net-worth clients .

Posted 11/3/2026full-timePerth • AustraliaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including investment planning, retirement planning, and estate planning, while effectively managing high-net-worth client relationships and delivering compliant financial advice. Proven ability to mentor junior team members and engage in marketing activities to enhance personal branding.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementInvestment PlanningChartered Financial PlannerMentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdviceRegulatory ComplianceClient Service AgreementsProvider ProductsEstate PlanningBusiness ProtectionPre/At Retirement PlanningDocumentation ManagementProactive SolutionsPortfolio Management

Soft Skills

CommunicationTrust BuildingRelationship ManagementClient EngagementTeam Collaboration

Certifications & Qualifications

Diploma in Financial PlanningAdvanced Diploma in Financial PlanningChartered Financial Planner Qualification

Industry Keywords

High-Net-Worth ClientsVery-High-Net-Worth ClientsFinancial Planning PropositionMarketing ActivitiesClient Meetings

About the role

Key responsibilities & impact

Inherit and manage a diverse portfolio of high-net-worth and very-high-net-worth clients
Nurture client relationships and provide financial advice
Deliver financial plans and advice in accordance with regulatory standards and rules
Communicate plans and advice clearly to support client engagement and understanding
Manage ongoing review processes in line with client service agreements
Maintain compliant client files and accurately document communications
Provide intelligent and creative reactive and proactive solutions to client issues
Learn and articulate all aspects of Progeny’s financial planning proposition
Meet client demands, provide progress updates, and build trust and respect
Work alongside established Financial Planners
Mentor Associate Planners and junior team members
Participate in marketing and PR activities to build a personal brand
Travel to the office or elsewhere for client meetings as required

Requirements

What you’ll need

Diploma qualified in Financial Planning; an Advanced Diploma is desirable
Substantial knowledge in key areas of financial planning and advice, including investment planning, pre/at retirement planning, personal and business protection, and estate planning
Proven experience with a full range of provider products, services, and capabilities
Experience actively delivering provider products and services
At least 2 years of experience in a client-advisory role
Experience building and maintaining excellent internal and external relationships
Chartered Financial Planner background or qualification indicated by the role

Benefits

Comp & perks

30 days holiday plus public holidays
3 days of celebratory leave (for your birthday, wellbeing, volunteering, or other celebratory events important to you)
Enhanced family leave
Private medical insurance, 24/7 digital GP and health advice
Employee assistance programme providing support for your mental and physical health
Group pension scheme
Life assurance scheme
Eyecare vouchers
Referral scheme
Home-based working arrangement
Mentoring opportunities
Marketing/PR-related personal-brand development opportunities
Opportunities to enhance skills and experience through managing a diverse client set