financial planner in Eastern Suburbs Sydney

apply now

job details

eastern suburbs sydney, new south wales
job category
banking & financial services
job type
reference number
jeremy oconnor, randstad
apply now

job description

This well established Mortgage and Financial Planning boutique works under a very well known dealer group and has a strong reputation for providing outstanding advice to a wide and loyal client base. Their North Sydney office is made up of a successful team of professionals who have built strong relationship and trust with their clients.

In this role you will have the opportunity to become a Financial Adviser and be mentored by senior advisers who have an excellent reputation in the industry. You will have full administrative and paraplanning support and constant training. You will be given a small book of clients to manage and will be required to build business on top. You will get very warm leads from the company’s database as well as internal referrals.

This is a great opportunity for an Associate Adviser with 2 years experience to transition to a full Financial Planning role and work across a wide range of clients.

You will need to be DFP compliant and studying towards your ADFP. You will have a minimum of 2 years experience working in an Associate Adviser role and will have excellent sale and relationship building skills. The right person will have the opportunity to build a strong career in Financial Planning and build their own book of clients.

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, Associate Adviser, Assistant Adviser


DFP, RG146