financial planner – up to $120k + bonus in newcastle

posted
job type
permanent
apply now

job details

posted
location
newcastle, new south wales
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0368939_1543872169
phone
00 00
apply now

job description

The Business

This very well established boutique has won numerous awards both in its own dealer group as well and the Advice industry. They have accounting services as well as mortgage broking, and provide tailored service to all their clients. Due to growth, they have just opened a new office in Newcastle.

The Role

In this role, you will be the main Financial Planner covering Newcastle and surroundings. You will have access to the mortgage broking and accounting business to leverage internal referrals from. Clients are mainly wealth accumulators and property investors as well as a few High Net Worth individuals. You will have full administrative and paraplanning support and will only focus on building relationship with clients and giving advice. The right person will be rewarded with a very attractive salary package as well as the opportunity to add real value to an organisation.

Your Experience

  • You must have a minimum of 3 years providing financial advice and RG-146
  • ADFP preferred but not mandatory

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

RG146, Financial Planning, Financial Planner, Financial Adviser, Newcastle

qualification

RG146

educational requirements

Associate Degree/Diploma