Senior Financial Planner

Randstad - Banking & Financial Services; Perth; On-site; AUD 120,000 - 180,000; Full time

Job summary

Randstad - Banking & Financial Services is seeking an experienced Senior Financial Planner to advise an existing client book with holistic strategies for high net worth individuals. You will work with warm leads, supported by paraplanning and admin resources, focusing on building strong client relationships.

This role suits an individual with extensive financial planning experience, strong compliance knowledge, and FASEA education requirements.

Qualifications

• Extensive experience as a Financial Planner (AR).
• Experience with complex strategies for high net worth clients.
• Strong understanding of compliance frameworks in the advice industry.
• FASEA education requirements.

Responsibilities

• Provide strategic holistic advice to an existing book of clients.
• Convert warm leads provided for the role.
• Utilise paraplanning and administrative support to service clients.
• Build and maintain strong relationships with clients.

Skills

Strategic mindset

Relationship building

Compliance knowledge

High net worth experience

Education

FASEA education

Job description

About the company

This highly regarded and well established advice firm based in East Perth is known for putting their clients' needs and goals at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, the team is looking for an experienced Financial Planner to join the company's journey and play a key part in their long term success.

About the role

In this Senior Financial Planner role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will also be provided with warm leads to convert. You will have full paraplanning and administrative support and your focus will be on managing and building strong client relationships.

This role will suit an experienced Financial Planner with experience across complex strategies and high net worth clients.

Demonstrated skills

• Extensive experience working as a Financial Planner (AR)
• Strong strategic and business mindset
• Ability to build strong relationships with clients
• Great understanding of compliance frameworks in the advice industry
• FASEA education requirements
• Very attractive salary package
• Opportunity for equity in the business down the track
• Opportunity to work in a successful and fun business
• Positive work/life balance encouraged with potential flexible working arrangements

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.