Address About the company This highly regarded and well established self licensed advice firm based in the North West of Sydney 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 Financial Planner role you will be responsible for providing strategic holistic advice to both new and existing clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will build strong relationships with Accounting firms and Mortgage Brokers who work closely with the business as referral partners and provide them with warm leads. You will have full paraplanning and administrative support and your focus will be on developing the client base and building strong client relationships.
This role will suit an experienced Financial Planner with a strong commercial acumen and vested interest to grow the business over a long period of time, treating this opportunity as their own business.
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
Benefits
Attractive salary package
Opportunity for profit share and 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
Great career development opportunities
Fun social events
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
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.
