About the company
...
financial planner.
- penrith, new south wales
- posted today
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job details
job details
This highly regarded and well established advice firm based in Western 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.
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au
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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 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.
About the company
This highly regarded and well established advice firm based in Western 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 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.
skills
Senior Financial Planner, Senior Financial Advisor, Senior Financial Adviser, Financial Planner, Financial Advisor, Financial Adviser, Private Wealth, superannuationqualifications
- Tertiary degree or qualification (accounting
- finance
- law
- economics)
- FASEA approved degree
education
Bachelor Degree
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summary
- penrith, new south wales
- permanent
- full-time
- specialismbanking & financial services
- sub specialismfinancial planning
- reference number90M0667663_726767472335689282
the application process.
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1 of 8apply with randstad.
Applying with us is easy. We will review all applications to check skill set, background experience and achievements to see if they align with the requirements of the role.
2 of 8we'll give you a call.
Once we have reviewed your application if you are shortlisted to move to the next stage, one of our consultants will contact you directly to discuss your application further. If we find that you are not a good fit for the specific role, you will be notified by email.
3 of 8getting you registered.
If you’ve never worked with us before, we’ll need some basic additional pieces of information to confirm your eligibility to work in Australia.
4 of 8compliance check.
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5 of 8reference and background check.
As part of the process in ensuring you’re perfect for the role, we’ll make contact with any relevant references you’ve provided.
6 of 8the perfect job for you.
Our expert team will either arrange an interview for the role you’ve applied for, or if they believe there’s a better opportunity, they’ll suggest alternative options too.
7 of 8the interview and negotiation.
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8 of 8start your new job.
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jeremy oconnor
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