financial planner - blacktown, up to $90,000 + super + bonus in Sydney

apply now

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
permanent
reference number
90M0331353_1534908643
contact
jeremy oconnor, randstad
apply now

job description

This well respected financial institution provides excellent financial services with a main focus on mortgages and insurance. The firm is currently growing its Financial Advice team around NSW and is looking for a Phone based Financial Planner. Based in Western Sydney, their office is made up of a successful team of professionals with a solid client base across Australia.

In this role, you will have the opportunity to work in a very well established branch that has a very open Approved Product List. As the principal Financial Planner, you will provide advice to both new and existing customers on superannuation and insurance, and will get unlimited referrals from mortgage brokers as well as other referral partners. You will have full paraplanning and administrative support and will be speaking to leads that have already been filtered. You will have ongoing revenue from day one, servicing an existing book of clients and will build new business on top.

This role will suit existing financial planners who are self driven, independent and proactive, and are looking to join a friendly and hardworking team.

You will need to be ADFP compliant, a minimum of 2 years experience working as Financial Planner and will have outstanding sale skills. The right person will be rewarded with untapped opportunities within branches, a good bonus structure and the opportunity to get equity within the firm.

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

Financial Planning

qualification

ADFP

educational requirements

Associate Degree/Diploma