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Financial Planner jobs in Perth WA

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Client Relationship Manager

Perth WA•Full time

~$70k - $90k(Estimated)

KEY POINTS WE FOUND

Manage a portfolio of Personal Health & Injury clients providing exceptional service.
Liaise with families, advisers, and external stakeholders to meet client financial needs.
Conduct compliance reviews and ensure adherence to trustee obligations.

Financial Advisor

Wood Recruitment

Perth WA 6000•Full time

~$240k - $300k(Estimated)

KEY POINTS WE FOUND

Build and manage long-term client relationships
Conduct client meetings and deliver tailored financial advice
Ensure compliance with ASIC and legislative requirements