About the company
This highly regarded and well established financial advice company is known for providing outstanding holistic advice to a wide range of high net worth clients and medical professionals. Throughout the years, they have developed a solid and loyal client base. Due to recent growth, they are looking for an experienced Financial Planner to join their team.
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About the role
In this Financial Planner role you will be responsible for providing holistic financial advice to both new and existing clients. The advice will be given face to face or virtually and will be comprehensive with a focus on superannuation, SMSF, insurance, investment, debt management, estate planning and cash flow management. You will have full administrative support, allowing you to focus on the client relationship.
This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships.
Demonstrated skills
- Extensive experience working as a Financial Planner
- Current AR status (registered on ASIC)
- Strong relationship building skills
- Great understanding of compliance frameworks in the advice industry
- Tertiary degree aligned with industry education requirements
Benefits
- Attractive salary package
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities with the potential to manage a team in the long term
- 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.