Strategic Financial Planner

2 weeks ago


Ballarat, Victoria, Australia Randstad Full time

**About the Role**


We are seeking an experienced Associate Adviser or Paraplanner to join our team in a strategic financial planning role.


As a Senior Financial Services Professional, you will work with Senior Private Client Advisors to enhance the experience of existing wealth clients and develop into a Private Client Advisor yourself.


The company has full resources and training to support you in all facets of the advice process, and you will act as a first point of contact and be responsible for maintaining strong relationships.


This is an exciting opportunity for a motivated individual who wants exposure with HNW and Wholesale clients in a successful business.


**Your Experience**



  • Extensive experience working as a Paraplanner or Associate Adviser
  • Strong understanding and passion for the advice industry
  • Strong business acumen and the ability to build strong relationships
  • Great understanding of compliance frameworks in the advice industry
  • Tertiary degree aligned with FASEA education requirements

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.


To apply online, please click on the appropriate link.



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