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financial planner.

job details

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    job details

    Financial Planner

    About the company

    Our client is a South Australian owned company that services a broad range of private and business clients throughout Metro Adelaide and regional SA. With more than 3 decades of combined experience, their firm has succeeded through a structured and personalised approach to customer service, resulting in the current opportunity:

    About the role

    Joining a professional and friendly team, your primary objective is to engage with an existing portfolio of clients in order to transition relationships and build trust within that group. Your previous expertise in the following areas of advice will help to achieve that goal.

    Skills and experience

    Qualified financial planners with experience in the following areas are strongly encouraged to apply:

    • Comprehensive plans, including
    • Centrelink
    • Retirement planning
    • Aged care
    • Risk - desirable
    • SMSF - desirable

    To be successful you will be able to demonstrate an understanding of the areas of advice that you will be responsible for. Candidates will require an advanced diploma in Financial Planning AND/OR degree in financial planning. The current position also services regional clients, the structure of which can be discussed at interview.

    Culture

    A unique selling point with this position is the level of support provided to advisors within the firm. If you are a person with an adaptable style that can build trust and rapport with a broad range of people this role will be a great fit for you.

    Benefits

    A negotiable salary package (range indicated adjacent to the advert) is on offer for the successful candidate, including potential business equity.

    How to apply

    Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you.

    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

    About the company

    Our client is a South Australian owned company that services a broad range of private and business clients throughout Metro Adelaide and regional SA. With more than 3 decades of combined experience, their firm has succeeded through a structured and personalised approach to customer service, resulting in the current opportunity:

    About the role

    Joining a professional and friendly team, your primary objective is to engage with an existing portfolio of clients in order to transition relationships and build trust within that group. Your previous expertise in the following areas of advice will help to achieve that goal.

    Skills and experience

    Qualified financial planners with experience in the following areas are strongly encouraged to apply:

    • Comprehensive plans, including
    • Centrelink
    • Retirement planning
    • Aged care
    • Risk - desirable
    • SMSF - desirable

    To be successful you will be able to demonstrate an understanding of the areas of advice that you will be responsible for. Candidates will require an advanced diploma in Financial Planning AND/OR degree in financial planning. The current position also services regional clients, the structure of which can be discussed at interview.

    Culture

    A unique selling point with this position is the level of support provided to advisors within the firm. If you are a person with an adaptable style that can build trust and rapport with a broad range of people this role will be a great fit for you.

    Benefits

    A negotiable salary package (range indicated adjacent to the advert) is on offer for the successful candidate, including potential business equity.

    How to apply

    Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you.

    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.