financial planner in Sydney

jeremy oconnor, randstad
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sydney, new south wales
banking & financial services
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jeremy oconnor, randstad
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About the company

This highly regarded and well established independent advice firm based in Sydney Eastern Suburbs has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their team.

About the role

In this Financial Planner role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will have full paraplanning and administrative support and your focus will be on minding the book and building strong relationships.

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
  • Strong business acumen and the ability to build strong relationship
  • Great understanding of compliance frameworks in the advice industry
  • ADFP or CFP accreditation
  • Tertiary degree aligned with FASEA education requirements


  • Very attractive salary package
  • Opportunity to work in an independent advice business
  • 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

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 planning, financial planner, financial advisor, financial adviser, wealth, financial advice


DFP, approved or relevant degree (FASEA)

educational requirements

Associate Degree/Diploma