Senior Financial Planner — Strategic, HNW Focus, Equity Path

Randstad - Banking & Financial Services; Perth; On-site; AUD 120,000 - 180,000; Full time

Job summary

Randstad - Banking & Financial Services is seeking an experienced Senior Financial Planner to advise an existing client book with holistic strategies for high net worth individuals. You will work with warm leads, supported by paraplanning and admin resources, focusing on building strong client relationships.

This role suits an individual with extensive financial planning experience, strong compliance knowledge, and FASEA education requirements.

Qualifications

• Extensive experience as a Financial Planner (AR).
• Experience with complex strategies for high net worth clients.
• Strong understanding of compliance frameworks in the advice industry.
• FASEA education requirements.

Responsibilities

• Provide strategic holistic advice to an existing book of clients.
• Convert warm leads provided for the role.
• Utilise paraplanning and administrative support to service clients.
• Build and maintain strong relationships with clients.

Skills

Strategic mindset

Relationship building

Compliance knowledge

High net worth experience

Education

FASEA education

Job description

Randstad - Banking & Financial Services is seeking an experienced Senior Financial Planner to advise an existing client book with holistic strategies for high net worth individuals. You will work with warm leads, supported by paraplanning and admin resources, focusing on building strong client relationships.

This role suits an individual with extensive financial planning experience, strong compliance knowledge, and FASEA education requirements.