Senior Financial Planner (Estate and Trust Specialist)

Our client operates within the wealth planning and advisory environment, focusing on delivering sophisticated, tailored financial solutions to high-net-worth individuals and families. This Senior Financial Planner (Estate and Trust Specialist) role sits within the Wealth Planning division and plays a pivotal role in shaping advanced estate strategies and ensuring technical excellence across all client solutions.

You will take ownership of complex estate planning strategies, ensuring optimal structuring of client portfolios aligned to tax efficiency, legislative compliance, and long-term wealth preservation. This role requires strong collaboration across advisory, legal, tax, and fiduciary teams to deliver best-in-class outcomes.

This is an opportunity to work in a highly specialised, advisory-driven environment, where your expertise directly influences strategic decision-making and client satisfaction. If you are an analytical thinker who enjoys leading, mento...