associate advisor in Western Sydney

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job details

posted
location
western sydney, new south wales
job category
Banking
job type
permanent
reference number
90M0333425_1517199547
contact
jeremy oconnor, randstad
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job description

This very well respected and growing firm is known for providing outstanding financial services to a wide range of High Net Worth clients. Their North West based office is made up of a successful team of financial advisors with a solid client base. This energetic team includes supportive and hardworking professionals who are looking for good career development and a friendly work environment.

In this role you will work alongside the Principal Financial Planner and will have the opportunity to utilise your strong skills and experience in advice, managing the whole process and assiting the planner with his daily tasks. This role will suit enthusiastic people with a strategic mindset who are looking for the opportunity to become a Planner and build a book of clients.

You will need to be degree qualified and having completed you DFP, ADFP or studying towards it. A minimum of 3 years of experience in the Wealth Management industry is required. Good technical knowledge and SMSF experience is preferred. The right person will be rewarded with a very competitive salary package and will be able to take his career to the next level.

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.



skills

Financial Planning, Associate Adviser, Assistant Adviser

qualification

DFP