Senior Financial Planner — Flexible, Client‑Centric Growth

Randstad Australia

Western Australia

On-site

AUD 120,000 - 150,000

Full time

3 days ago
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Benefits offered by this job

Attractive salary package
Flexible working arrangements
Career development opportunities
Social events

Job summary

Randstad Australia is seeking an experienced Financial Planner to join their Perth CBD team. You will provide holistic financial advice to members, write your own statements of advice, and enjoy full administrative support to focus on growing your book.

The role targets experienced planners with ASIC AR status, strong relationship skills, and a tertiary degree aligned with FASEA requirements, offering an attractive salary and potential flexible working options.

Qualifications

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

Responsibilities

  • Provide holistic financial advice to members of the fund.
  • Write statements of advice for clients.
  • Face-to-face advice with all leads provided and supported by admin.
  • Build long-term client relationships and grow the book.
  • Utilise administrative support to focus on high-quality advice.

Skills

Financial planning experience
Relationship building
Lead conversion
Commercial acumen

Education

FASEA-aligned degree

Job description

Randstad Australia is seeking an experienced Financial Planner to join their Perth CBD team. You will provide holistic financial advice to members, write your own statements of advice, and enjoy full administrative support to focus on growing your book.

The role targets experienced planners with ASIC AR status, strong relationship skills, and a tertiary degree aligned with FASEA requirements, offering an attractive salary and potential flexible working options.

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