Financial Planner Mornington

If you are looking for an exciting opportunity to take the next step in your career, join MPFS Private Wealth and become part of a high-performing, rapid-growing advice team where standards are high, thinking is sharp, and client outcomes come first.

Your role is clear and deliberately focused: you will service and strengthen relationships with an existing client base, while also playing an active role in onboarding new clients and contributing to the continued growth of the business.

You’ll be supported by a highly capable team who handle paraplanning, implementation and operational delivery—freeing you to focus on what matters most: delivering quality advice, building trusted relationships, and driving current client growth.

We are looking for someone with a genuine growth mindset—someone who wants to build, improve and contribute to something evolving and high-performing. You will play a key role in shaping client outcomes, strengthening long-term relationships, and helping scale a modern, client‑first financial planning business.

Responsibilities

Deliver high-quality, holistic financial advice across superannuation, retirement planning, investments, risk insurance and long-term wealth strategies

Take ownership of creating and presenting explicit, compelling Statements of Advice that clients actually understand and value

Stay close to your clients—manage ongoing relationships and lead regular review conversations that keep them on track

Design tailored strategies that genuinely reflect each client’s goals, risk profile and life stage

Ensure every piece of advice is solid, compliant, and meets best interest duty standards without compromise

Collaborate closely with paraplanning and support teams to ensure a smooth, efficient and high-quality client experience from start to finish

Actively contribute to lifting the standard of advice, improving how we work, and helping drive the continued growth of MPFS

J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rcoks