Senior Financial Planner - Industry Fund
Take the next step in your Financial Planning career and join a national leading financial services provider.
Summary about this job
Financial Planning
Company: Randstad - Banking & Financial Services
Location: Wollongong, Illawarra & South Coast
Work type: Full Time
Salary: attractive package
Phone: +61-7-2680-5470
Fax: +61-2-5570-7554
E-mail: n\a
Site: n\a
Detail information about job Senior Financial Planner - Industry Fund. Terms and conditions vacancy
This well established leading industry fund company provides outstanding advice to its clients and is a very well regarded brand. The firm is well known for putting their clients and employees at the heart of their business and for promoting career development, collaboration and work-life balance. Their very nice Wollongong office is made up of a team of successful and hardworking Financial Planners.
In this Senior Financial Planner role, you will work alongside a collaborative team of professionals who are passionate for “doing the right thing”. You will provide holistic advice to a wide range of “mom and dad” clients, with a strong focus on retirement strategies and defined benefits. You will have 10-12 meetings a week booked for you and will only have to focus on building relationship and converting clients. You will write your own SOA’s but these will only take you an hour each.
You will be CFP compliant or studying towards and will have a university degree. You will have a minimum of 3 years experience working as Financial Planner. The right person will be rewarded with a very lucrative salary package and will have the opportunity to work in a great collaborative culture.
To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email [email protected].
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.