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


  • 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


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


FASEA approved degree, rg146

educational requirements

Associate Degree/Diploma