Financial Planner

Found in: beBee S AU - 3 weeks ago

Canberra, Australia Randstad Australia Full time

About the company

This highly regarded and leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner or Associate Adviser to join their team.

About the role

In this Financial Planner role you will be responsible for providing comprehensive advice to existing members of the funds. The advice will be given face to face, over the phone or virtually and you will have full paraplanning and administrative support. You will support two Senior Advisers and will only work with existing members of the fund, with no business development targets.

This role will suit experienced Financial Planners or Associate Advisers holding AR status with proven results, strong commercial acumen, and the ability to build long term relationships.



Demonstrated skills

  • Experience working in the Financial Planning industry
  • Current AR status (registered on ASIC)
  • Strong relationship building skills
  • Tertiary degree aligned with FASEA education requirements

    Benefits

    • Attractive salary package
    • Positive work/life balance encouraged with flexible working arrangements (hybrid work model)
    • 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

      financial planner, financial advisor, financial adviser, associate adviser, superannuation, rg146

      qualifications

      • FASEA approved degree

        education

        Bachelor Degree

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