Senior Financial Planner - Sydney

Randstad Australia; Sydney; Sur place; AUD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Attractive salary package

Flexible working arrangements

Great career development opportunities

Fun social events

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Financial planning experience

Relationship building

Client advisory

Formation

FASEA eligible degree

ASIC AR status

Description du poste

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 Sydney CBD team.

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 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

Benefits

• Attractive salary package
• Positive work/life balance encouraged with potential flexible working arrangements
• Great career development opportunities
• Fun social events

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.