senior financial planner – industry fund in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 90,000 per year
reference number
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job description

Senior Financial Planner – Industry Fund

  • CBD Based
  • Up to 110K Base
  • All appointments booked for you

The Company

Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.

The Role

This role will see you working in a collaborative team environment but still have control of your own destiny. You will be given a good base salary but also the opportunity to earn very good commission.

Most clients will be “mom and dad” clients and strategies will be mainly retirement focused. You will have 10 – 12 clients meetings a week all put in your calendar for you so you will be able to focus on the relationship side of the process.

Your SOA’s and administration is all done for you so you can focus on your clients.

Your Experience

  • 3 + Years as a financial planner
  • Degree qualified and minimum of ADFP

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on or ring 02 8298 3810


"Financial Planner" and "Senior Financial Planner"
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