Senior Financial Planner - Sydney

Randstad NV; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Randstad is seeking an experienced Financial Planner to join the Sydney CBD team. You will provide holistic financial advice to fund members in person and write your own statements of advice with full admin support so you can focus on growing your client base.

The role targets experienced planners with proven results, strong commercial acumen and the ability to sustain long-term relationships while converting leads into new clients.

Qualifications

• Proven experience as a Financial Planner.
• Current AR status (ASIC registered).
• Strong client relationship skills.
• Tertiary degree aligned with FASEA education requirements.

Responsibilities

• Provide holistic financial advice to fund members in person.
• Prepare and write statements of advice (SOAs).
• Manage lead flow with full administrative support.
• Build and grow a client book and develop long-term relationships.

Skills

Extensive experience as Financial Pln

ASIC AR status

Relationship building

Flexible working arrangements

Salary package awareness

Education

Tertiary degree aligned with FASEA requirements

Job description

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 Sydney 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.