financial planner - boutique - existing book to start with in Sydney CBD

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job details

sydney cbd, new south wales
banking & financial services
job type
working hours
au$ 80,000 - au$ 110,000 per year
2 years
reference number
scott sherwood, randstad
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job description

Financial Planner – Independent Accounting/Advice Business – CBD

CBD Based

Book to inherit

Colloborative, Professional Environment

The Company

This business is independent and works collaboratively to give the best results for their clients. They have both HNW as well as UHNW clients. They have a great research team making sure they are supporting their clients with the best possible strategies. They have an Accounting business, a mortgage broking business as well as a financial planning business with referalls coming from all parts of the business.

The Role

Due to two advisors moving on to start their own business, a vacancy has opened up to work with the two directors. The role will involve working with different types of strategies . They do a lot of small business advising, structuring, tax, CFP level clients, trust beneficiaries and cash flow management. While the business has solid centres of influence and runs seminars to drive referrals, you will be expected to build upon the current revenue stream and develop your own.

This role will suit a hungry advisor with the capability of dealing with HNW clients.

Your Experience

You have at least 4 years financial planning experience

Degree qualifications

ADFP minimum

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at

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.


Financial Planner or Financial Advisor



educational requirements

Bachelor Degree