Address
Form of work
SalarySenior Financial Planner – Industry Fund
- CBD Based
- Up to 140K
- All appointments booked for you
Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.
The Role
This role will see you working in a collaborative team environment but still have control of your own destiny.
Most clients will be “mom and dad” clients and strategies will be mainly retirement focused. You will have up to 6 client meetings a week all put in your calendar for you so you will be able to focus on the relationship side of the process.
Your SOA’s and administration is all done for you so you can focus on your clients.
Your Experience
- 3 + Years as a Financial Planner
- Degree
- rg 146 qualified and minimum of ADFP
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.
Skills
Financial Planner, Leading Industry Fund
Education
Associate Degree/Diploma
