senior financial planner in Sydney CBD

Sydney CBD, New South Wales
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job description

This well established leading industry fund company provides outstanding advice to its clients and has won many awards throughout the years. The firm is well known for putting their clients and employees at the heart of their business and for promoting career development, collaboration and work-life balance.

In this Senior Financial Planner role, you will work alongside a collaborative team of professionals who are passionate for “doing the right thing”. You will provide advice to a wide range of “mom and dad” clients, with a strong focus on retirement strategies. You will have full Paraplanning and administrative support and will have around 10 meetings a week arranged for you.

You will be ADFP qualified and will have a business related degree. You will have a minimum of 3 years experience working as Financial Planner. The right person will be rewarded with a very lucrative salary package and will have the opportunity to work in a great collaborative culture.

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

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