At a Glance
- Tasks: Provide holistic financial advice to clients and build long-term relationships.
- Company: Well-established industry fund known for client-centric approach.
- Benefits: Attractive salary, flexible work options, and great career development.
- Other info: Positive work/life balance and fun social events included.
- Why this job: Join a dynamic team and make a real impact in clients' financial lives.
- Qualifications: Extensive experience as a Financial Planner and strong relationship-building skills.
The predicted salary is between 82800 - 101200 $ per year.
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.
Senior Financial Planner – Sydney employer: Randstad Australia
ALPA is an exceptional employer that offers a unique opportunity to make a meaningful impact in remote First Nations communities while enjoying generous benefits such as 5 weeks of annual leave and salary packaging options. With a strong commitment to employee growth and a collaborative work culture, you will be part of a passionate team dedicated to enhancing the lives of Aboriginal Australians through powerful storytelling and strategic communications. Join us in this rewarding role where your skills can truly make a difference.
