At a Glance
- Tasks: Provide strategic financial advice and build strong client relationships.
- Company: Reputable advice firm in East Perth focused on client needs.
- Benefits: Attractive salary, equity opportunities, and flexible working arrangements.
- Other info: Positive work/life balance and supportive environment for career growth.
- Why this job: Join a successful team and make a real impact in clients' financial journeys.
- Qualifications: Extensive experience as a Financial Planner with strong relationship-building skills.
The predicted salary is between 82800 - 101200 $ per year.
About the company
This highly regarded and well established advice firm based in East Perth 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 Senior Financial Planner role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will also be provided with warm leads to convert. You will have full paraplanning and administrative support and your focus will be on managing and building strong client relationships.
This role will suit an experienced Financial Planner with experience across complex strategies and high net worth clients.
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
Very attractive salary package
Opportunity for equity in the business down the track
Opportunity to work in a successful and fun business
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.
Senior Financial Planner in Perth employer: Randstad - Banking & Financial Services
This esteemed financial advice firm in East Perth is an exceptional employer, offering a supportive work culture that prioritises client relationships and employee well-being. With a focus on professional growth, the company provides extensive resources, including full paraplanning support and opportunities for equity, ensuring that employees can thrive in their careers while enjoying a positive work/life balance. Join a team that values diversity and fosters a fun, collaborative environment where your contributions are recognised and rewarded.
Contact Details:
Randstad - Banking & Financial Services Recruitment Team
