senior financial planner in Sydney

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job details

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

This well-established firm is a leading financial services provider 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 2018 growth plan, they are looking for a Senior Financial Planner to join their team with different location options:

  • Sydney CBD
  • Sydney Inner West
  • Northern Beaches/North Shore
  • South West

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 Retail and 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 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 are 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

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.


Financial Planner, Senior Financial Planner, CBD, Liverpool, South Sydney


ADFP, Business degree

educational requirements

Bachelor Degree