financial planner - phone based in Sydney

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job details

sydney, new south wales
banking & financial services
job type
reference number
jeremy oconnor, randstad
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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 Norwest, their office is made up of a successful team of financial planners 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. You will work alongside a high performing and energetic team who aspire to build and develop business, and act in the client’s best interest.

This is a phone based role with full paraplanning support and clients provided. You will have great referrals from other branches and will be speaking to clients who have already been filtered. You will also have an existing book of client which will allow you to build ongoing revenue from day one. This role will suit talented and enthusiastic people who are self driven, independent and proactive, and are looking to join a friendly and hardworking team of professionals.

You will need to be ADFP compliant. A minimum of 2 years experience providing advice and outstanding sales skills are required. 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


Financial Planning



educational requirements

Associate Degree/Diploma