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senior financial planner.

job details

summary

    job details

    About the company

    This growing self licensed financial advice business based in Sydney CBD has developed a great name and brand over the years. Their team is made up of very experienced and successful Financial Planners who strive for perfection and provide high quality advice to a loyal client base, ranging from wealth accumulators to corporate and High Net Worth individuals.

    The business is currently growing and looking to attract a Senior Financial Planner to join their journey and play a key part in their long term success.


    About the role

    In this Senior Financial Planner role you will look after all new qualified leads and clients. You will be provided with unlimited resources, such as paraplanning, client service, and marketing support, and your focus will be on building strong relationships and providing top notch comprehensive advice.

    This is an amazing role for an experienced Financial Planner who can bring on their A-game and wants to join a collaborative, supportive team and super fun team.



    Demonstrated skills

    • 5+ years experience working as qualified Financial Planner
    • Ability to build strong relationships with clients
    • Great understanding of compliance frameworks in the advice industry
    • FASEA education requirements

    Benefits

    • Attractive salary package - including a high base, bonus and share plan
    • Join a successful and fun business - they love a good team outing!
    • Flexible working arrangements - you manage your day in the office
    • Great career development opportunities - the world is your oyster!
    • Fun social events - did I mention they love a good team outing?

    To apply for this role, click on the 'Apply Now' button 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.

    About the company

    This growing self licensed financial advice business based in Sydney CBD has developed a great name and brand over the years. Their team is made up of very experienced and successful Financial Planners who strive for perfection and provide high quality advice to a loyal client base, ranging from wealth accumulators to corporate and High Net Worth individuals.

    The business is currently growing and looking to attract a Senior Financial Planner to join their journey and play a key part in their long term success.


    About the role

    In this Senior Financial Planner role you will look after all new qualified leads and clients. You will be provided with unlimited resources, such as paraplanning, client service, and marketing support, and your focus will be on building strong relationships and providing top notch comprehensive advice.

    This is an amazing role for an experienced Financial Planner who can bring on their A-game and wants to join a collaborative, supportive team and super fun team.



    Demonstrated skills

    • 5+ years experience working as qualified Financial Planner
    • Ability to build strong relationships with clients
    • Great understanding of compliance frameworks in the advice industry
    • FASEA education requirements

    Benefits

    • Attractive salary package - including a high base, bonus and share plan
    • Join a successful and fun business - they love a good team outing!
    • Flexible working arrangements - you manage your day in the office
    • Great career development opportunities - the world is your oyster!
    • Fun social events - did I mention they love a good team outing?

    To apply for this role, click on the 'Apply Now' button 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.