Senior Financial Planner — Holistic Advice & Growth

Randstad Australia

Sydney

On-site

AUD 90,000 - 130,000

Full time

3 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Attractive salary package
Flexible working arrangements
Great career development opportunities
Fun social events

Job summary

Randstad Australia is seeking an experienced Financial Planner to join its Sydney CBD team. You will deliver holistic financial advice to members, write your own statements of advice, and work with full administrative support to grow your book of business.

The role suits planners with proven results, strong commercial acumen, and the ability to build long-term relationships and convert leads into new clients.

Qualifications

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

Responsibilities

  • Provide holistic financial advice to members face-to-face and write statements of advice.
  • Build your client book with full administrative support to focus on high-quality advice.

Skills

Financial planning experience
Relationship building
Client advisory

Education

FASEA eligible degree
ASIC AR status

Job description

Randstad Australia is seeking an experienced Financial Planner to join its Sydney CBD team. You will deliver holistic financial advice to members, write your own statements of advice, and work with full administrative support to grow your book of business.

The role suits planners with proven results, strong commercial acumen, and the ability to build long-term relationships and convert leads into new clients.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Senior Financial Planner - Holistic Advice, Flexible Hours
Senior Financial Planner - Holistic Advice, Flexible Hours

Randstad Australia • Coniston

On-site
AUD 90,000 - 140,000
Salary package
Flexible work arrangements
Career development
+1
Holistic Financial Planner - Grow Your Client Book
Holistic Financial Planner - Grow Your Client Book

Randstad • Wollongong City Council

On-site
AUD 90,000 - 130,000
Senior Financial Planner — Flexible, Client‑Centric Growth
Senior Financial Planner — Flexible, Client‑Centric Growth

Randstad Australia • Western Australia

On-site
AUD 120,000 - 150,000
Attractive salary package
Flexible working arrangements
Career development opportunities
+1
Senior Financial Planner - Sydney
Senior Financial Planner - Sydney

Randstad Australia • Sydney

On-site
AUD 90,000 - 130,000
Attractive salary package
Flexible working arrangements
Great career development opportunities
+1
senior financial planner - sydney
senior financial planner - sydney

HR Partners • Sydney

On-site
AUD 90,000 - 140,000
Senior Financial Planner - Perth
Senior Financial Planner - Perth

Randstad - Banking & Financial Services • Perth

On-site
AUD 90,000 - 130,000
Senior Financial Planner - Wollongong
Senior Financial Planner - Wollongong

Randstad Australia • Coniston

On-site
AUD 90,000 - 140,000
Salary package
Flexible work arrangements
Career development
+1
Holistic Financial Planner — Grow Your Client Book
Holistic Financial Planner — Grow Your Client Book

HR Partners • Wollongong City Council

On-site
AUD 90,000 - 130,000
Senior Financial Planner - Wollongong
Senior Financial Planner - Wollongong

Randstad • Wollongong City Council

On-site
AUD 90,000 - 130,000
Sydney CBD Financial Planner — Leverage Leads & Support
Sydney CBD Financial Planner — Leverage Leads & Support

HR Partners • Sydney

On-site
AUD 90,000 - 140,000