Senior Financial Planner

7 days ago

Perth, Western Australia Randstad - Banking & Financial Services Full time $90,000 - $120,000 per year

Senior Financial Planner (existing book)

  • Existing book of clients
  • Purchased Book
  • Pure Relationship Focused Advisor Role

Great opportunity for a Financial Planner with 5 + years experience to join a successful business.

About the company

This highly regarded and well established independent Financial Service Group 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 holistic financial advice to a wide range of wholesale and High Net Worth clients. Due to a new acquisition, they are looking for an experienced Financial Planner to join their team and take care of an existing client book.

About the role

In this Private Wealth Adviser role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from wholesale to high net worth individuals. You will have paraplanning and administrative support and your focus will be on minding the book and building strong relationships.

This role will suit experienced Private Wealth Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships. Someone that has run their own financial planning practice in the past would be very suitable.

Demonstrated skills

  • Extensive experience working as a Financial Planner
  • Strong business acumen and the ability to build strong relationship
  • Great understanding of compliance frameworks in the advice industry
  • ADFP or CFP accreditation
  • Tertiary degree aligned with FASEA education requirements

Benefits

  • Good salary package
  • Opportunity to work in an independent advice business
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities

To apply for this role, click on the 'Apply Now' button

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.

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