Standout Impact
Space to detail holistic advice strategies across wealth creation, retirement and risk.
ATS-Optimised Resume Template
Senior Financial Planner Resume Template
Show clients and licensees the value of your strategic financial advice.
Senior planners must articulate trusted relationships, compliance rigor and portfolio performance. This template helps you present advice strategies, client retention and leadership responsibilities with clarity.
It includes prompts for FASEA compliance, SoA production, audit readiness and team mentoring so licensees see you as a safe pair of hands.
- Client impact dashboard covering FUM growth, retention and referral metrics.
- Compliance and governance section referencing FASEA, ASIC and licensee obligations.
- Leadership prompts for paraplanner oversight, adviser coaching and practice management.
Buy this template for $1
Instant download delivered as an editable DOCX file.
What recruiters will notice
Collaboration & Leadership
Prompts for digital advice enablement, CRM optimisation and process automation.
Tools & Credentials
Callouts for professional memberships, education and continuing professional development.
What you receive for $1
- Instant DOCX resume download ready for editing.
- ATS-ready layout tuned to licensee recruitment requirements.
- Guided bullet suggestions covering compliance, strategy and leadership.