senior financial planner in canberra

posted
job type
permanent
apply now

job details

posted
location
canberra, australian capital territory
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0353950_1533519297
phone
00 00
apply now

job description

This Accounting and Financial Planning company is very well established and known for providing outstanding advice to a loyal client base that ranges from wealth accumulators to executives and high net worth individuals. Their Canberra CBD based office is looking for a Senior Financial Planner to join them and be a part of their successful journey.

In this Financial Planner role, you will be responsible for retaining existing clients as well as building new business. The firm will provide untapped leads as well as referrals from the Accounting and SMSF side, allowing you to hit the ground running. You will have full administrative and paraplanning support and will focus on meeting clients and provide high quality advice.

This is a very exciting opportunity for an experienced Financial Planner looking to take the next step in their career.

You will be ADFP compliant and on track with the new education requirements for Financial Planners. You will have a minimum of 5 years experience working as Financial Planner and providing holistic/comprehensive advice. You will have a business mindset and will have outstanding sale and relationship building skills. The right person will be rewarded with a very attractive salary package and the opportunity to establish their own client book.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au

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.

skills

Senior Financial Planner, Financial Planning, Senior Financial Advisor, Senior Financial Adviser

qualification

ADFP, Business/Commerce Degree

educational requirements

Associate Degree/Diploma