senior financial planner up to 130k in charlestown

job type
AU$ 100,000 per year
apply now

job details

charlestown, new south wales
job category
banking & financial services
job type
working hours
AU$ 100,000 per year
reference number
apply now

job description

Senior Financial Planner Up to 130K

  • Fantastic Support (all paraplanning and admin done for you)
  • Existing Client Base
  • Broking and Financial Planning Business

The Business

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

Large team environment that will see you thrive. While having existing relationships to walk into, you will all have access to the mortgage broking and accounting business to leverage internal referrals from. As you develop your clients you will be getting more and more traction and be able to keep those relationships strong with no paraplanning or administrative requirements.

The team also has relationship based advisors that mind existing clients for you while you still get credit for the ongoing revenue towards your commission. This provides incentive as well as a very good service towards your clients.

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, please contact Scott Sherwood on

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.


Financial Planner or Financial Advisor



educational requirements

Associate Degree/Diploma