financial planner in Sydney CBD

posted
contact
jeremy oconnor, randstad
job type
permanent
apply now

job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0378639_1552280289
contact
jeremy oconnor, randstad
apply now
Apply with

job description

This well established accounting and financial planning firm is backed by a household Australian brand that has a presence in all major cities in the country. Their CBD office is made up of a successful team of professionals who work with a solid client base. This energetic team has the luxury of utilising the company’s existing networks to generate new business while continuing working with current clients.

In this role you will be servicing an existing book of clients while building new business from high quality referral and leads. Clients are mainly wealth accumulators and property investors as well as a few High Net Worth individuals. You will have full administrative and paraplanning support and will focus on developing strategic relationships with clients.

This is a great opportunity for an experienced adviser with a real business mindset to work across a loyal and established client base.

You will need to be ADFP compliant and have a related degree. You will have extensive experience working as a Financial Planner. SMSF and Margin Lending accreditations will also be highly regarded. The right person will be rewarded with a lucrative salary package and the opportunity to get equity in the business.

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 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 Adviser

qualification

ADFP, Business Degree

educational requirements

Bachelor Degree