Senior Financial Planner: Face-to-Face, Client-Centric

Randstad NV; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Randstad is seeking an experienced Financial Planner to join the Sydney CBD team. You will provide holistic financial advice to fund members in person and write your own statements of advice with full admin support so you can focus on growing your client base.

The role targets experienced planners with proven results, strong commercial acumen and the ability to sustain long-term relationships while converting leads into new clients.

Qualifications

• Proven experience as a Financial Planner.
• Current AR status (ASIC registered).
• Strong client relationship skills.
• Tertiary degree aligned with FASEA education requirements.

Responsibilities

• Provide holistic financial advice to fund members in person.
• Prepare and write statements of advice (SOAs).
• Manage lead flow with full administrative support.
• Build and grow a client book and develop long-term relationships.

Skills

Extensive experience as Financial Pln

ASIC AR status

Relationship building

Flexible working arrangements

Salary package awareness

Education

Tertiary degree aligned with FASEA requirements

Job description

Randstad is seeking an experienced Financial Planner to join the Sydney CBD team. You will provide holistic financial advice to fund members in person and write your own statements of advice with full admin support so you can focus on growing your client base.

The role targets experienced planners with proven results, strong commercial acumen and the ability to sustain long-term relationships while converting leads into new clients.