senior financial planner - up to $140,000 + bonus in Sydney

posted
contact
jeremy oconnor, randstad
job type
permanent

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0396960_1579563551
contact
jeremy oconnor, randstad
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job description

About the company

This well established leading industry fund company provides outstanding advice to their 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.

About the role

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” and wealth accumulator clients. You will have 8-10 meetings a week booked for you and will only have to focus on building relationship and converting clients. This is a great opportunity for an experienced Financial Planner to join a growing company that values their employees and customers.

Benefits

  • Attractive salary package
  • Genuine career development with exposure to other areas of the business
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Outstanding support
  • Fun social events


Demonstrated skills

  • Solid experience working as a Financial Planner
  • ADFP and approved university degree (in line with FASEA requirements)
  • Strong communication and presentation skills

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.

skills

Senior Financial Planner, Senior Financial Advisor, Senior Financial Adviser, Financial Planner, Financial Advisor, Financial Adviser, Private Wealth

qualification

FASEA approved degree, rg146

educational requirements

Associate Degree/Diploma