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February

Junior Financial Planner

Randstad Australia - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin

JOB DESCRIPTION

About The Company

This well established Financial Planning and Investment firm provides complex and tailored advice to a mix of clients ranging from mum and dads to HNW clients. Their team is made up of successful professionals and the company has a very open APL. Due to recent growth, their CBD team is looking to appoint a Junior Financial Planner to look after and grow a book of clients.

About The Role

In this Financial Planner role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will have administrative support and your focus will be on growing the book and building strong relationships with clients.

This role will suit a Paraplanner/Associate Advisor or Junior Financial Planner who is looking to step up as Advisor.

Demonstrated Skills

  • Experience working as Associate Adviser, Paraplanner or Financial Planner
  • Be registered on the ASIC Financial Advice Register
  • Great understanding of compliance frameworks in the advice industry
  • DFP accreditation
  • Tertiary degree aligned with FASEA education requirements

Benefits
  • Opportunity to work in an independent advice business
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities with the potential to manage a team in the long term
  • 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.