Senior Financial Planner

Senior Financial Planner

Full-Time 63000 - 77000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Deliver tailored financial advice and support to clients while collaborating with a dedicated team.
  • Company: Leading Australian industry fund known for its client-focused approach.
  • Benefits: Flexible hours, travel opportunities, and a supportive work environment.
  • Other info: Opportunity to run member seminars and grow within a dynamic team.
  • Why this job: Make a real difference in clients' financial lives while enjoying work-life balance.
  • Qualifications: Experience in financial planning and strong communication skills.

The predicted salary is between 63000 - 77000 $ per year.

Randstad is seeking a Senior Financial Planner for a leading Australian industry fund in Western Australia.

You will deliver comprehensive financial advice to an existing client book while supported by an internal intrafund team, paraplanning, and admin staff.

The role offers 100% client-focused support, with travel to key regional accounts and opportunities to run member seminars, reporting to a remote team leader from a central Perth space.

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Senior Financial Planner 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.

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Contact Details:

Randstad - Banking & Financial Services Recruitment Team

We think you need these skills to ace Senior Financial Planner

Financial Planning
Client Relationship Management
Comprehensive Financial Advice
Team Collaboration
Paraplanning
Administrative Support
Presentation Skills