About the company
...
this job offer closes 21 august 2026
job details
this job offer closes 21 august 2026
summary
- east perth, western australia
- au$ 160,000 - au$ 190,000 per year
posted 20 july 2026
- reference number
- 90M0712323_822195472335624079
randstad professional
we bring diverse and pre qualified professional talent and businesses together to connect the right people with the right roles. by building specialized teams, we help individuals flourish in their careers and businesses succeed.
job details
This highly regarded and well established advice firm based in East Perth is known for putting their clients’ needs and goals 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, the team is looking for an experienced Financial Planner to join the company’s journey and play a key part in their long term success.
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About the role
In this Senior 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 also be provided with warm leads to convert. You will have full paraplanning and administrative support and your focus will be on managing and building strong client relationships.
This role will suit an experienced Financial Planner with experience across complex strategies and high net worth clients.
Demonstrated skills
- Extensive experience working as a Financial Planner (AR)
- Strong strategic and business mindset
- Ability to build strong relationships with clients
- Great understanding of compliance frameworks in the advice industry
- FASEA education requirements
Benefits
- Very attractive salary package
- Opportunity for equity in the business down the track
- Opportunity to work in a successful and fun business
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
To apply for this role, click on the 'Apply Now' button 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.
About the company
This highly regarded and well established advice firm based in East Perth is known for putting their clients’ needs and goals 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, the team is looking for an experienced Financial Planner to join the company’s journey and play a key part in their long term success.
About the role
In this Senior 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 also be provided with warm leads to convert. You will have full paraplanning and administrative support and your focus will be on managing and building strong client relationships.
This role will suit an experienced Financial Planner with experience across complex strategies and high net worth clients.
Demonstrated skills
- Extensive experience working as a Financial Planner (AR)
- Strong strategic and business mindset
- Ability to build strong relationships with clients
- Great understanding of compliance frameworks in the advice industry
- FASEA education requirements
Benefits
- Very attractive salary package
- Opportunity for equity in the business down the track
- Opportunity to work in a successful and fun business
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities
- Fun social events
...
To apply for this role, click on the 'Apply Now' button 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.
qualification
- Approved degree
