senior financial planner in Sydney

Sydney, New South Wales
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job description

This privately owned financial advice group is a well established firm with offices in Sydney and Melbourne. CBD based in very professional offices, their team is made up of very experienced and successful financial advisors who have a diverse and affluent client base.

In this role you will have the opportunity to take on a large existing book of clients while developing new business. You will be providing holistic advice to a wide range of “mom & dad” clients and will have a strong Paraplanning and admin team to support you. You will work alongside a friendly and hardworking team and will have the opportunity to add real value to the company. The role will suit confident, energetic and self-driven people who enjoy working in a challenging and supportive environment.

You will need to be DFP compliant. You will have completed ADFP or studying towards. A minimum of 2 years experience working as Financial Planner is required. Outstanding sale and relationship building skills are necessary. The right person will be rewarded with a lucrative salary package and the opportunity to build a strong career in the Wealth Management industry.

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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