senior financial planner in Sydney

posted
contact
jeremy oconnor, randstad
job type
permanent

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0427596_1602125122
contact
jeremy oconnor, randstad
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job description

About the company

This well regarded financial planning firm is known for providing outstanding financial advice to a well established network of high net worth clients. With a client centric approach at the heart of their business, the company has developed a solid and loyal client base over the years. Due to extensive growth, they are looking for a Senior Financial Planner to join their Sydney CBD office.

About the role

In this Senior Financial Planner role you will be responsible for looking after existing clients as well as bringing on new clients working alongside a very innovative, successful and growing team of professionals and will have the opportunity to access unlimited referrals from other areas of the business. Accordingly, you will provide strategic holistic advice, working across a wide and diverse client portfolio. You will have full paraplanning and administrative support. You will also have the opportunity to mentor junior staff.

This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships.

Demonstrated skills

  • Extensive experience working as a Financial Planner
  • Strong business acumen and the ability to build new business
  • Great understanding of compliance frameworks in the advice industry
  • ADFP or CFP accreditation
  • Tertiary degree aligned with FASEA education requirements

Benefits

  • Very attractive salary package
  • Opportunity to work independently within an established and supportive environment
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities with the potential to manage a team in the long term
  • Fun social events


To apply for this role, click on the 'Apply Now' button.

Jeremy.oconnor@randstad.com.au

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.

skills

Senior Financial Planner, Senior Financial Advisor, Senior Financial Adviser, Financial Planner, Financial Advisor, Financial Adviser, Private Wealth

qualification

ADFP, CFP, degree aligned with FASEA requirements

educational requirements

Bachelor Degree