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senior financial planner (minding role) 100k + good bonus in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 100,000 per year
reference number
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job description

Senior Financial Planner (Minding Role) 100K + Good Bonus

  • CBD Based
  • Minding Role
  • Great Bonus

The Company

Large Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They have accounting services, mortgage broking as well as corporate superannuation and give a tailored service to all their clients. They have offices in all major cities in Australia.

The Role

This is a relationship based role that will see you minding a book of clients ensuring they get the best service at all times. A large team of new business advisors will be passing clients on to you but you will always have a manageable amount to handle so you can give the client all the time they need.

Your KPI’s will be based on customer satisfaction and a very good bonus will be given to you if your customers are happy with your service. You will also be rewarded for any new business you bring on from existing clients.

Your Experience

You must have a minimum of 5 years providing advice to clients

ADFP and preferably CFP

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on Scott.Sherwood@randstad.com.au


Senior Financial Planner and Financial Advisor
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