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senior financial planner up to 140k + 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

The Company

With a reputation for service excellence and enviable brand awareness this global provider of wealth solutions is operating at the forefront of the wealth profession.

They have a great team culture and offer a very collaborative working environment. They provide great administrative support and have many company benefits.

The Role

This role will see you providing advice on a broad and diverse range of strategies to existing clients of the group and whilst you may source referrals and existing clients, all new referrals will come from a deticated BDM team t make sure all contact is qualified and expecting your phone call or meeting. the key focus of this role will be to provide high end customer service and advice to an established portfolio.

You will also gain access to ongoing training and career development coupled with an above market salary package and additional earning potential via a newly created bonus structure and company benefits.

Your Experience

You must have :

  • Degree qualified and ADFP or CFP
  • SMSF Accreditation (preferred)
  • Margin Lending Accreditation (preferred)
  • 5 + Years Experience as a Financial Planner

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


"Financial Advisor" "Senior Financial Planner" "Senior Financial Advisor"
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