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Financial Planner

Euroz Hartleys
Perth WA

Apply Now

Job Details

Full-time

Benefits

Health insurance
Onsite gym
Employee discount
Insurance services

Qualifications

Financial planning
Management
Bachelor's degree
Corporate finance
Financial management

Full Job Description

Perth

Banking & Financial Services

Full Time

Salary: (Salary dependent on experience )

Focus on providing strategic advice to clients
Partner with advisers across the business
Salary dependent on experience

Partner with advisers to support client wealth growth through strategic, high-quality advice, focused on client outcomes.

About Euroz Hartleys Limited

Euroz Hartleys is Western Australia’s leading financial services firm, specialising in wealth management, stockbroking, corporate finance, institutional sales and targeted research services. Our success stems from the dedication and expertise of our 180+ talented team members who work collaboratively to deliver exceptional outcomes for our clients.

We’re honoured to have been named Employer of the Year at the 2024 Women in Wealth Awards and proud to have continued this recognition as Highly Commended in 2025 and a finalist again in 2026.

We invite you to join us.

The Opportunity

Are you an experienced Financial Planner or Strategic Wealth Adviser with a passion for delivering wealth advice to clients?

Do you thrive in a collaborative environment and enjoy working closely with others to achieve the best outcomes for clients?

We’re looking for a professional who is keen to partner with our Private Wealth Advisers, supporting their clients with tailored, forward-thinking financial strategies.

If this sounds like you, this could be your next career move.

Euroz Hartleys is currently seeking expressions of interest for a Financial Planning role. This is a permanent, full-time opportunity (part time considered for the right candidate), offering the chance to be part of a dynamic and growing business.

There’s never been a better time to join Euroz Hartleys as we continue to expand our offering and deliver exceptional outcomes for our clients.

Key Responsibilities

Partner with Advisers to deliver strategic financial advice to their clients
Undertake comprehensive fact-finding to understand client goals, objectives and risk profiles
Design and implement tailored financial strategies including appropriate product recommendations
Provide personalised advice to a diverse client base, including individuals, families, business owners, trusts, and SMSFs
Conduct ongoing client reviews to assess progress, refine strategies, and respond to changing financial needs

About you

At Euroz Hartleys, being able to bring your whole self to work matters. We live our values of Relationships, High Performance, Integrity, Accountability and Respect.

To be successful in this role, you will bring:

A relevant Bachelor’s degree from a recognised university, meeting regulatory requirements
Completion of the Financial Adviser Exam
Strong technical expertise in financial planning and advice
A collaborative mindset, with the ability to build trusted relationships and work effectively alongside Advisers

What we can offer

Beautifully appointed office in QV1
Free onsite Gym, Tennis Courts and Basketball court
Discretionary bonus scheme
Range of employee benefits
Discount health insurance with HBF
Team environment
Work life balance
Income protection insurance

Supporting a diverse workforce

We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.

How to apply

If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.

All applications received will be treated with utmost confidentiality.

Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered

Date Posted: 25 May 2026

Apply Now

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