senior financial planner in sydney cbd

posted
job type
permanent
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job details

posted
location
sydney cbd, new south wales
job category
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0351966_1533517598
phone
00 00
apply now

job description

This privately owned Financial Planning firm located in Sydney CBD is very well established and known for providing excellent advice to its solid client base. Their energetic team has the luxury of utilising the company’s existing networks to generate new business while continuing working with current clients.

The team is looking for a Senior Financial Planner to join them and participate to the growth and success of the company. In this role, you will work across existing clients and leads, and will also build new business. Clients are a mix of wealth accumulators, mom and dads, as well as executives and high net worth. You will have full administrative and paraplanning support and will also help the business systemise their processes better.

This is a great opportunity for an experienced adviser with a real business mindset to work across a loyal and established client base.

You will need to be ADFP compliant and on track with the new education requirements for financial planners. You will also have a minimum of 5 years experience working as a Financial Planner. You will have great energy, be client focused and will have an entrepreneurial mindset. The right person will be rewarded with a very lucrative salary package and the opportunity to get equity in the business.

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

Financial Planner, Senior Financial Planner

qualification

ADFP, Business/Commerce Degree

educational requirements

Associate Degree/Diploma