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Senior Financial Advisor

2 months ago

Sydney, New South Wales, Australia Randstad Full time

About the Company

This esteemed and well-established industry leader has a long-standing reputation for prioritizing a client-centric approach, which has enabled them to cultivate a robust and loyal clientele. They are recognized for delivering exceptional intrafund and comprehensive financial guidance to a diverse array of clients.

About the Role

In this position as a Financial Planner, you will be tasked with offering customized superannuation advice to current members of the funds. Consultations will be conducted via phone or virtually, with an expected 3 to 4 meetings each day. All appointments will be pre-scheduled for you, and you will receive complete administrative support, with no business development targets, allowing you to concentrate on delivering high-quality advice.

This role is ideal for seasoned Financial Planners or Associate Advisers possessing AR status, demonstrating proven success, strong commercial insight, and the capability to foster long-term relationships.

Demonstrated Skills

  1. Significant experience in the Financial Planning sector
  2. Current AR status (registered with ASIC)
  3. Excellent relationship-building abilities
  4. Thorough understanding of compliance frameworks within the advisory sector
  5. Tertiary qualifications aligned with FASEA educational standards
  6. CFP certification is highly valued but not mandatory

Benefits

  1. Competitive salary package
  2. Encouragement of a positive work/life balance with potential flexible working options
  3. Excellent opportunities for career advancement
  4. Engaging social events

At Randstad, we are committed to providing equal employment opportunities and embracing diversity for the benefit of all. We actively encourage applications from all backgrounds.