financial planner in Western Sydney

Western Sydney, New South Wales
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job description

This well respected financial institution provides excellent financial services with a main focus on mortgage and insurance. The firm is currently growing its Financial Advice team around NSW and is looking for a Financial Planner. Based in Sydney West, their office is made up of a successful team with a solid client base across Australia and a very strong referral process. The firm is known for providing its employees great flexibility.

In this role, you will have the opportunity to work in a very well established branch that has a very open Approved Product List. You will work alongside a high performing and energetic team who aspire to build and develop business, and act in the client’s best interest.

This is a great opportunity for a financial planning professional to further their career within a reputable organisation that strongly values work ethics, life balance and flexibility. This role will suit talented and enthusiastic people who are self driven, independent and proactive, and are looking to join a friendly and hardworking team of professionals.

You will need to be DFP and ADFP compliant. A minimum of 2 years experience providing holistic face to face advice is required and previous SMSF experience is preferred. The right person will be rewarded with untapped opportunities within branches, a good bonus structure, the opportunity to get equity within the firm, and the opportunity to become their own practice owner in the long run.

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

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