Senior Financial Planner (existing book)
Great opportunity for a Financial Planner with 5 + years experience to join a successful business.
About the company
...
About the role
In this Private Wealth Adviser role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from wholesale to high net worth individuals. You will have paraplanning and administrative support and your focus will be on minding the book and building strong relationships.
This role will suit experienced Private Wealth Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships. Someone that has run their own financial planning practice in the past would be very suitable.
Demonstrated skills
Benefits
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.
Senior Financial Planner (existing book)
Great opportunity for a Financial Planner with 5 + years experience to join a successful business.
About the company
This highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach 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 wholesale and High Net Worth clients. Due to a new acquisition, they are looking for an experienced Financial Planner to join their team and take care of an existing client book.
About the role
In this Private Wealth Adviser role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from wholesale to high net worth individuals. You will have paraplanning and administrative support and your focus will be on minding the book and building strong relationships.
This role will suit experienced Private Wealth Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships. Someone that has run their own financial planning practice in the past would be very suitable. ...
Benefits
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.
summary
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Applying with us is easy. We will review all applications to check skill set, background experience and achievements to see if they align with the requirements of the role.
Once we have reviewed your application if you are shortlisted to move to the next stage, one of our consultants will contact you directly to discuss your application further. If we find that you are not a good fit for the specific role, you will be notified by email.
If you’ve never worked with us before, we’ll need some basic additional pieces of information to confirm your eligibility to work in Australia.
Next, we just need to verify a few things - we’ll make the relevant compliance checks and keep you posted.
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