Senior Financial Planner - Perth

Randstad - Banking & Financial Services; Perth; On-site; AUD 90,000 - 130,000; Full time

Job summary

Randstad is seeking an experienced Financial Planner to join a Perth CBD team within a leading industry fund known for client-centric holistic financial advice. You will provide holistic financial advice to new and existing members, write statements of advice, and work with full administrative support to grow your client book and deliver high-quality guidance face-to-face.

This role suits proven performers with strong commercial acumen and relationship-building skills, offering a stable,

Qualifications

• Extensive experience as a Financial Planner.
• Current AR status (ASIC registration).
• 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.
• Lead generation provided with full administrative support.
• Build and manage a growing client book with high-quality face-to-face guidance.

Skills

Financial planning

ASIC AR status

Relationship building

FASEA aligned degree

Education

FASEA-aligned degree

Job description

About the company
This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Perth CBD team.

About the role

In this Financial Planner role you will be responsible for providing holistic financial advice to new and existing members of the funds. The advice will be given face to face and you will write your own statements of advice. All leads will be provided and you will have full administrative support, allowing you to focus on building your book and providing high quality advice.

This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships and convert leads into new clients.

Demonstrated skills

• Extensive experience working as a Financial Planner
• Current AR status (registered on ASIC)
• Strong relationship building skills
• Tertiary degree aligned with FASEA education requirements
• Attractive salary package
• Positive work/life balance encouraged with potential flexible working arrangements

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.