About the company
This highly regarded and well established advice business based in Sydney has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of High Net Worth and Wholesale clients. Due to recent growth, they are looking for an experienced Associate Adviser or Financial Planner to join their team and support a Senior Financial Planner.
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About the role
In this role you will be supporting the Senior Financial Planner and will provide strategic holistic advice to an existing book of Private Wealth clients. You will act as a first point of contact and will also be responsible for maintaining strong relationships.
This is an exciting opportunity for an experienced Associate Adviser or Financial Planner who wants exposure with HNW and Wholesale clients in a successful business.
Demonstrated skills
- Extensive experience working as a Financial Planner or Associate Adviser
- Very strong understanding and passion for the advice industry
- Strong business acumen and the ability to build strong relationship
- Great understanding of compliance frameworks in the advice industry
- CFP accreditation
- Tertiary degree aligned with FASEA education requirements
Benefits
- Very attractive salary package
- Opportunity to work in an independent advice business
- Great career development opportunities
- Fun social events
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.
