senior financial planner - industry fund in Western Sydney

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job details

posted
location
western sydney, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0362017_1538428757
contact
jeremy oconnor, randstad
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job description

This well established leading industry fund company provides outstanding advice to its clients and is a very well regarded brand. The firm is well known for putting their clients and employees at the heart of their business and for promoting career development, collaboration and work-life balance. Their very nice Western Sydney based office is made up of a team of successful and hardworking Financial Planners.

In this Senior Financial Planner role, you will work alongside a collaborative team of professionals who are passionate for “doing the right thing”. You will provide holistic advice to a wide range of “mom and dad” clients, with a strong focus on risk/insurance, retirement strategies and defined benefits. You will have 10-12 meetings a week booked for you and will only have to focus on building relationship and converting clients. You will write your own SOA’s but these will only take you an hour each.

You will be CFP compliant or studying towards and will have a university degree. You will have a minimum of 3 years experience working as Financial Planner. The right person will be rewarded with a very lucrative salary package and will have the opportunity to work in a great collaborative culture.

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

CFP, Financial Planner, Senior Financial Planner, Western Sydney, Industry Fund

qualification

CFP, ADFP, Degree

educational requirements

Associate Degree/Diploma