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Financial Planner

2 months ago

Melbourne, Victoria, Australia Randstad Full time

Company Overview

Randstad is a leading provider of financial services, with a strong presence nationally. Our company has a reputation for delivering exceptional client care and tailoring advice to meet the unique needs of our clients.

The Role

We are seeking a skilled Financial Planner to join our team in a member servicing intra fund financial advisor role. As a Financial Planner, you will be responsible for providing tailored financial advice to our members, helping them achieve their retirement goals.

Key Responsibilities

  • Develop and implement comprehensive financial plans for members, focusing on retirement planning, superannuation optimization, and personal insurance strategies.
  • Conduct annual reviews for clients to ensure their financial plans remain on track.
  • Collaborate with colleagues to share knowledge and best practices, and contribute to the growth and development of the team.
  • Stay up-to-date with industry developments and regulatory changes, ensuring our advice remains compliant and effective.

Requirements

  • Minimum of 2 years of experience in a similar role, with a strong track record of delivering high-quality financial advice.
  • Completion of the ADFP (Australian Diploma of Financial Planning) or equivalent qualification.
  • Completion of the FASEA (Financial Adviser Standards and Ethics Authority) exam.

What We Offer

Randstad is committed to providing a supportive and inclusive work environment, where our employees can grow and develop their careers. We offer a range of benefits, including professional development opportunities, a competitive salary, and a collaborative team culture.