Financial Planner
Randstad Australia
Date: 2 days ago
City: Penrith, New South Wales
Contract type: Full time
About The Company
This highly regarded and well established advice firm based in Western Sydney is known for putting their clients’ needs and goals 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, the team is looking for an experienced Financial Planner to join the company’s journey and play a key part in their long term success.
About The Role
In this Financial Planner role you will be responsible for providing strategic holistic advice to both new and existing clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will build strong relationships with Accounting firms and Mortgage Brokers who work closely with the business as referral partners and provide them with warm leads. You will have full paraplanning and administrative support and your focus will be on developing the client base and building strong client relationships.
This role will suit an experienced Financial Planner with a strong commercial acumen and vested interest to grow the business over a long period of time, treating this opportunity as their own business.
Demonstrated skills
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.
This highly regarded and well established advice firm based in Western Sydney is known for putting their clients’ needs and goals 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, the team is looking for an experienced Financial Planner to join the company’s journey and play a key part in their long term success.
About The Role
In this Financial Planner role you will be responsible for providing strategic holistic advice to both new and existing clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will build strong relationships with Accounting firms and Mortgage Brokers who work closely with the business as referral partners and provide them with warm leads. You will have full paraplanning and administrative support and your focus will be on developing the client base and building strong client relationships.
This role will suit an experienced Financial Planner with a strong commercial acumen and vested interest to grow the business over a long period of time, treating this opportunity as their own business.
Demonstrated skills
- Extensive experience working as a Financial Planner (AR)
- Strong strategic and business mindset
- Ability to build strong relationships with clients
- Great understanding of compliance frameworks in the advice industry
- FASEA education requirements
- Attractive salary package
- Opportunity to work in a successful and fun business
- 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.
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