Senior Financial Planner - Client-Focused, Flexible Hours

Randstad - Banking & Financial Services; Western Australia; On-site; AUD 120,000 - 160,000; Full time

Job summary

Randstad is seeking a Senior Financial Planner for a leading Australian industry fund in Western Australia. You will deliver comprehensive financial advice to an existing client book while supported by an internal intrafund team, paraplanning, and admin staff.

The role offers 100% client-focused support, with travel to key regional accounts and opportunities to run member seminars, reporting to a remote team leader from a central Perth space.

Qualifications

• Proven experience as a Comprehensive Financial Planner / Financial Adviser.
• Self-motivated, autonomous and able to manage daily schedule.
• Excellent communication and presentation skills for seminars.
• Industry qualifications meeting FASEA/FAAAA standards.

Responsibilities

• Deliver comprehensive financial advice to existing fund members.
• Conduct 4–5 new or review client appointments weekly.
• Partner with internal teams and run member seminars with managers.

Skills

Client relationship management

Comprehensive financial planning

Public seminars

Autonomous scheduling

Education

FASEA/FAAAA qualifications

Job description

Randstad is seeking a Senior Financial Planner for a leading Australian industry fund in Western Australia. You will deliver comprehensive financial advice to an existing client book while supported by an internal intrafund team, paraplanning, and admin staff.

The role offers 100% client-focused support, with travel to key regional accounts and opportunities to run member seminars, reporting to a remote team leader from a central Perth space.