senior financial planner (business) in Sydney

posted:
location
Sydney, New South Wales
job type
Permanent
reference number
90M0295397_1496623977
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job description

This well-established firm is one of the Big 4 Banks in Australia. It is known for providing fantastic career growth opportunities and excellent training in the advice industry. Their team is made up of passionate and hardworking individuals who are committed to providing holistic advice to their customer base. Due to their 2017 growth plan, they are looking for a Senior Financial Planner to join their team, with different location options, including Norwest, Chatswood, Dee Why, Newcastle, Canberra, South West…

This role with give you the opportunity to utilise your strong financial planning experience to provide outstanding financial advice to a wide and diverse range of clients in the Business segment. You will be a leader and mentor for less experienced planners. You will also have full paraplanning and administrative support.

You will need to be DFP and ADFP compliant, and having completed a university degree. You will have a minimum of 3 years experience in a financial planning role. Margin lending and SMSF qualifications and experience is preferred. The right person will be rewarded with an excellent salary package and will enjoy a professional, collaborative, and friendly environment.

To apply online, please click on the appropriate link. Alternatively, please contact Jeremy O’Connor at Jeremy.Oconnor@randstad.com.au or call (02) 8298 3808

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