senior financial planner in Southern Sydney

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job details

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

This well established accounting and financial planning firm is backed by a household Australian brand that has a presence in all major cities in the country. Their South Sydney office is made up of a successful team of professionals who work with a solid client base. This energetic team has the luxury of utilising the company’s existing networks to generate new business while continuing working with current clients.

In this minder role you will be servicing an existing book of 200 clients and won’t be required to build new business on top. Clients are mainly wealth accumulators and property investors as well as a few High Net Worth individuals. You will have full administrative and paraplanning support and will also help the business systemise their processes better.

This is a great opportunity for an experienced adviser with a real business mindset to work across a loyal and established client base.

You will need to be ADFP compliant and studying towards your CFP. You will also have a minimum of 5 years experience working as a Financial Planner. The right person will be rewarded with a lucrative salary package and the opportunity to get equity in the business.

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


Financial Planner, South Sydney


ADFP, Tertiary degree

educational requirements

Bachelor Degree