senior financial planner in Sydney CBD

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job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
au$ 100,000 - au$ 140,000 per year
reference number
90M0349934_1537306454
contact
scott sherwood, randstad
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job description

Senior Financial Planner

  • Good base salary and bonus
  • CBD Location
  • All client appointments made for you

The Company

Industry Leader with a very strong presence and very well regarded brand. They are highly profitable and have been growing for a very long time. They provide a top service to their clients and make sure they are cared for and kept care of. They set high standards for themselves and have top industry technology providing a fast and efficient service for their customers.

The Role

This role will see you working in a collaborative team environment but still have control of your own destiny. You will be given a good base salary.
Most clients will be “mom and dad” clients and strategies will be mainly retirement focused. You will have 10 – 12 clients meetings a week all put in your calendar for you so you will be able to focus on the relationship side of the process.
You will write your own SOA’s but these are quite advanced with software so will only take you an hour to do for each.
You will be rewarded well financial for providing a good customer service as well as getting a great satisfaction by putting your clients in a better place.

Your Experience

  • Minimum of two years experience in a Financial Planner Role
  • CFP or near completion
  • Degree qualified

To apply online, please click on the appropriate link. All applications will be strictly confidential.

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.

skills

Financial Planner

qualification

RG-146 and financial planner

educational requirements

Bachelor Degree