Senior Financial Planner - Holistic Advice, Flexible Hours

Randstad Australia; Coniston; On-site; AUD 90,000 - 140,000; Full time

Benefits offered by this job

Salary package

Flexible work arrangements

Career development

Social events

Job summary

Randstad Australia is seeking an experienced Financial Planner to join their Wollongong CBD team. You will provide holistic financial advice to members, deliver face-to-face service, and write your own statements of advice with full administrative support.

This role suits experienced planners with strong commercial acumen who can build long-term client relationships and convert leads into new business, contributing to the firm’s client-centric approach.

Qualifications

• Experience as a Financial Planner with proven results.
• Current AR status (ASIC registered).
• Strong relationship-building and client service skills.

Responsibilities

• Provide holistic financial advice to members in person and write SOAs.
• Grow your client book with leads provided and admin support.
• Build long-term client relationships and convert leads into new clients.

Skills

Financial planning

Relationship building

Client communication

Education

Tertiary degree aligned with FASEA requirements

ASIC registration

Job description

Randstad Australia is seeking an experienced Financial Planner to join their Wollongong CBD team. You will provide holistic financial advice to members, deliver face-to-face service, and write your own statements of advice with full administrative support.

This role suits experienced planners with strong commercial acumen who can build long-term client relationships and convert leads into new business, contributing to the firm’s client-centric approach.