Senior Financial Planner - Leading Industry Fund

Randstad - Banking & Financial Services; Western Australia; Presencial; AUD 120.000 - 160.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Client relationship management

Comprehensive financial planning

Public seminars

Autonomous scheduling

Educación

FASEA/FAAAA qualifications

Descripción del empleo

Senior Financial Planner - Leading Industry Fund

Senior Financial Planner - Industry Fund

• Full Time and Part Time Role Available
• 100% Client-Focused: Full admin and paraplanning support so you can focus entirely on client relationships, not writing plans.
• Warm Client Base & Warm Leads: Inherit an established client portfolio and receive warm appointments directly booked into your calendar.

The Company

A leading industry super fund is dedicated to delivering tailored financial outcomes for members across Australia. Known for an open, flexible culture, the Western Australia operations function with the agility of a close-knit business unit while backed by the resources, brand strength, and stability of a national fund.

The Role

Stepping into a well-established client book built over 15 years, you will deliver comprehensive financial advice to existing fund members. You will benefit from a dedicated internal Intrafund team that triages and books new appointments into your diary, alongside fully outsourced Australian paraplanning and a local admin team handling post-presentation implementation.

• Key Activity: Conduct 4-5 new or review client appointments per week with a focus on comprehensive advice delivery.
• Stakeholder & Corporate Engagement: Partner with Regional Managers on roughly six short travel trips per year (3-4 nights each) to service key regional enterprise accounts (e.g., major employers), running group sessions and 1-on-1 member consultations.
• Autonomy: Enjoy strong day-to-day independence reporting to a remote Team Leader while working out of a central Perth space.

Your Experience

• Proven experience as a Comprehensive Financial Planner / Financial Adviser with a track record of delivering holistic advice.
• Self-motivated, autonomous, and comfortable managing your own daily schedule.
• Excellent communication and presentation skills, capable of running engaging member seminars alongside Regional Managers.
• Relevant industry qualifications meeting FASEA/FAAAA standards.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all.

We actively encourage applications from any background.