senior financial planner in Northern Beaches

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job details

northern beaches, new south wales
banking & financial services
job type
reference number
jeremy oconnor, randstad
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job description

This leading firm is known for providing fantastic career growth opportunities and excellent training in the advice industry. Their team is made up of passionate and hardworking individuals who are committed to providing holistic advice to their customer base. Due to their 2018 growth plan, they are looking for a Senior Financial Planner to cover the Northern Beaches and surroundings.

In this role, you will work across an existing client database ranging from mom & dads to corporate and high net worth clients. You will be encouraged to maintain relationships as well as grow the book and build new business. You will have full paraplanning and administrative support and will focus on showing clients the value of advice.

This is a fantastic opportunity for a Financial Planner to work for a reputable brand that values ethics and clients’ best interest.

You will be ADFP compliant and have a minimum of 4 years experience working as a Financial Planner. You will have strong experience in wealth accumulation and managed investments, superannuation and retirement strategies, and wealth protection and life insurance. The right person will get a very attractive salary as well as training and career development opportunities.

To apply online, please click on the appropriate link. Alternatively, please contact Jeremy O’Connor at or call (02) 8298 3808


Financial Planning



educational requirements

Associate Degree/Diploma