senior financial planner in Sydney

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job details

sydney, new south wales
job category
job type
reference number
jeremy oconnor, randstad
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job description

This well-established firm is one of the Big 4 Banks in Australia. It 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 2017 growth plan, they are looking for a Senior Financial Planner to join their team with different location options:

  • Sydney CBD & Eastern Suburbs
  • North Sydney
  • Manly

This role with give you the opportunity to utilise your strong financial planning experience to provide outstanding financial advice to a wide and diverse range of clients in the Business segment. You will be a leader and mentor for less experienced planners. You will also have full paraplanning and administrative support.

You will need to be DFP and ADFP compliant, and having completed a university degree. You will have a minimum of 3 years experience in a financial planning role. Margin lending and SMSF qualifications and experience is preferred. The right person will be rewarded with an excellent salary package and will enjoy a professional, collaborative, and friendly environment.

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