About the company
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job details
summary
- melbourne, victoria
- permanent
- full-time
- specialismbanking & financial services
- sub specialismfinancial planning
- reference number90M0636215_971503772335676316
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job details
This highly regarded and well established leading industry fund has been established for many years and 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 intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Intrafund team.
show moreAbout the role
In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice.
This role will suit an Associate Adviser or Financial Planner holding AR status who are looking to develop and grow in the financial advice industry.
Demonstrated skills
- Experience working in the Financial Planning industry
- Current AR status (registered on ASIC)
- Strong relationship building skills
- Great understanding of compliance frameworks in the advice industry
- Tertiary degree aligned with FASEA education requirements
Benefits
- Attractive salary package
- Positive work/life balance encouraged with potential flexible working arrangements
- 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.
About the company
This highly regarded and well established leading industry fund has been established for many years and 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 intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Intrafund team.
About the role
In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice.
This role will suit an Associate Adviser or Financial Planner holding AR status who are looking to develop and grow in the financial advice industry.
...
Demonstrated skills
show more- Experience working in the Financial Planning industry
- Current AR status (registered on ASIC)
- Strong relationship building skills
- Great understanding of compliance frameworks in the advice industry
- Tertiary degree aligned with FASEA education requirements
Benefits
- Attractive salary package
- Positive work/life balance encouraged with potential flexible working arrangements
- 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.
skills
financial planner, financial advisor, financial adviser, associate adviser, superannuation, rg146qualifications
- FASEA approved qualifications
education
Associate Degree/Diploma
the application process.
See what comes ahead in the application process. Find out how we help you land that job.
1 of 8apply with randstad.
Applying with us is easy. We will review your application and see if you are a good fit for the job and the company.
2 of 8we'll give you a call.
Once it is determined whether or not you’re suitable for the role, a consultant will be in touch to discuss your application further.
3 of 8getting you registered.
If you’ve never worked with us before, we’ll need some basic additional pieces of information to confirm your eligibility to work in Australia.
4 of 8compliance check.
Next, we just need to verify a few things - we’ll make the relevant compliance checks and keep you posted.
5 of 8reference and background check.
As part of the process in ensuring you’re perfect for the role, we’ll make contact with any relevant references you’ve provided.
6 of 8the perfect job for you.
Our expert team will either arrange an interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll suggest alternative options too.
7 of 8the interview and negotiation.
If a job which you have applied for requires an interview, we will ensure you are fully prepared and know exactly what to expect - good luck!
8 of 8start your new job.
Congratulations, you’re ready to begin your new job. The team will ensure that you’re fully prepared for your first day.
get in touch
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jeremy oconnor
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