Financial Planner

About us

Schaefer Financial Planning is a dedicated local financial planning firm committed to delivering personalised financial planning solutions to our clients. We pride ourselves on building strong relationships with clients and providing sound, ethical advice that helps them achieve their financial goals. Our team is passionate about making a positive impact on clients' financial wellbeing and building a sustainable business that values integrity, expertise and client-focused service. A steady flow of new clients driven by word of mouth (client referrals) has created an opportunity and need for us to hire a financial planner.

About the role

We are seeking a Financial Planner to join our team at Schaefer Financial Planning in Nowra, NSW. This is a part-time position that offers flexibility whilst allowing you to make a meaningful contribution to our growing client base. As a Financial Planner, you will play a key role in developing and implementing financial strategies that meet the needs of our clients. This position is integral to our business, allowing us to expand our service delivery and support more individuals and families in achieving their financial objectives. The number of word days may be negotiable and salary to reflect.

What you'll be doing

1. Conducting comprehensive financial assessments and needs analyses with clients to understand their financial situation, goals and objectives

2. Developing tailored financial plans and investment strategies aligned with individual client circumstances and risk profiles

3. Providing advice on investment portfolio construction, superannuation planning, insurance needs and retirement strategies

4. Building and maintaining strong client relationships through regular communication, reviews and ongoing support

5. Preparing detailed financial planning documents and recommendations for clients

6. Staying current with financial products, market conditions and regulatory requirements to ensure advice remains relevant and compliant

7. Contributing to client education through discussions, presentations and resources that promote financial literacy

8. Collaborating with team members to ensure clients receive coordinated and comprehensive financial services

What we're looking for

1. Relevant tertiary qualifications in finance, accounting, business or a related discipline, or equivalent professional experience

2. Current or eligible for Financial Adviser Licensee (FAL) and/or Financial Adviser Representative (FAR) credentials

3. Financial Adviser Representative (FAR) credentials must be held at the time of application.

4. Strong understanding of financial planning principles, investment markets and superannuation legislation

5. Demonstrated experience in financial planning, wealth management or a related financial services role

6. Excellent communication and interpersonal skills with the ability to explain complex financial concepts in clear, accessible language

7. Strong analytical and problem-solving abilities with attention to detail

8. A professional, ethical approach to client relationships and compliance matters

9. Proficiency with financial planning software and relevant technology platforms

10. Knowledge of taxation and retirement income planning principles

11. Ability to work both independently and as part of a collaborative team

12. This role does not allow for work from home due to specific needs of the business.

What we offer

At Schaefer Financial Planning, we believe in supporting our team members to achieve both professional and personal success. This part-time role provides flexibility and work-life balance, allowing you to manage your commitments whilst building a rewarding career in financial planning. We offer the opportunity to work with a supportive team in a professional environment, with access to ongoing professional development and training to enhance your skills and knowledge. You will have the chance to build meaningful client relationships and see the tangible impact of your advice on clients' financial futures. We foster a culture of continuous learning and professional growth, supporting your career development within the financial services industry.

Apply now

If you are a dedicated financial planning professional seeking a part-time opportunity with a client-focused firm, we would like to hear from you. Please submit your resume, cover letter and details of your financial services credentials to Schaefer Financial Planning. We look forward to meeting you.