At a Glance
- Tasks: Advise high net worth clients with holistic financial strategies and build strong relationships.
- Company: Randstad - a leader in Banking & Financial Services.
- Benefits: Competitive salary, support from paraplanning, and admin resources.
- Other info: Work with warm leads and enjoy a supportive environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Extensive financial planning experience and strong compliance knowledge required.
The predicted salary is between 72000 - 88000 $ per year.
Randstad - Banking & Financial Services is seeking an experienced Senior Financial Planner to advise an existing client book with holistic strategies for high net worth individuals.
You will work with warm leads, supported by paraplanning and admin resources, focusing on building strong client relationships.
This role suits an individual with extensive financial planning experience, strong compliance knowledge, and FASEA education requirements.
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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
