associate advisor/financial planner in Wollongong

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job details

posted
location
wollongong, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0362013_1538428260
contact
jeremy oconnor, randstad
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job description

This well established leading industry fund company provides outstanding advice to its clients and is a very well regarded brand. 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 Associate Advisor role, you will work alongside a collaborative team of professionals who are passionate for “doing the right thing”. You will provide advice over the phone to a wide range of “mom and dad” clients, with a strong focus on retirement strategies. You will have strong leads provided as well as an existing client book to service.

You will be DFP compliant and will have an approved university degree. You will have a minimum of 3 years experience working in Financial Planning or Paraplanning. 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 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

Associate Adviser, Financial Planner, Paraplanner, Wollongong

qualification

DFP RG146, Degree

educational requirements

Associate Degree/Diploma