At a Glance
- Tasks: Deliver tailored financial advice and manage client relationships with full admin support.
- Company: Leading industry super fund known for its flexible and supportive culture.
- Benefits: Enjoy a competitive salary, warm client base, and professional development opportunities.
- Other info: Autonomy in your role with opportunities for travel and career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic environment.
- Qualifications: Proven experience as a Financial Planner with strong communication skills.
The predicted salary is between 82800 - 101200 $ per year.
Full Time and Part Time Role Available
100% Client-Focused: Full admin and paraplanning support so you can focus entirely on client relationships, not writing plans.
Warm Client Base & Warm Leads: Inherit an established client portfolio and receive warm appointments directly booked into your calendar.
The Company: A leading industry super fund is dedicated to delivering tailored financial outcomes for members across Australia. Known for an open, flexible culture, the Western Australia operations function with the agility of a close-knit business unit while backed by the resources, brand strength, and stability of a national fund.
The Role: Stepping into a well-established client book built over 15 years, you will deliver comprehensive financial advice to existing fund members. You will benefit from a dedicated internal Intrafund team that triages and books new appointments into your diary, alongside fully outsourced Australian paraplanning and a local admin team handling post-presentation implementation.
- Key Activity: Conduct 4-5 new or review client appointments per week with a focus on comprehensive advice delivery.
- Stakeholder & Corporate Engagement: Partner with Regional Managers on roughly six short travel trips per year (3-4 nights each) to service key regional enterprise accounts (e.g., major employers), running group sessions and 1-on-1 member consultations.
- Autonomy: Enjoy strong day-to-day independence reporting to a remote Team Leader while working out of a central Perth space.
Your Experience: Proven experience as a Comprehensive Financial Planner / Financial Adviser with a track record of delivering holistic advice. Self-motivated, autonomous, and comfortable managing your own daily schedule. Excellent communication and presentation skills, capable of running engaging member seminars alongside Regional Managers. Relevant industry qualifications meeting FASEA/FAAAA standards.
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 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
