Financial Planner About the company That Wall St Guy is one of the fastest growing financial services firms in Australia, drawing success from well over 20 years of industry experience including the US and UK stock markets. The continued growth of their business has created the following opportunity to join their team:
About the role Joining an established team with paraplanning, administration & client support, your primary objective is to engage with an existing portfolio of clients in order to transition relationships and build trust within that group. Your previous expertise in the following areas of advice will help to achieve that goal.
Skills and experience Qualified financial planners with experience in the following areas are strongly encouraged to apply:
Comprehensive plans, includingInvestmentsCentrelinkEstate planningComplianceUse of XplanThis role offers regularity, support, mentoring and the opportunity to join a growing business on the ground floor. Para-planners, new or Associate planners will be considered and supported in their development. Please note that this is a fully WFH position.
Culture Our client has built a robust business through a customer-first approach that is unique and proven. If you can establish rapport with a broad range of people and are motivated to grow your market knowledge this will be a great opportunity for you.
Benefits A negotiable salary package (range indicated adjacent to the advert) and bonus structure is on offer for the successful candidate.
How to apply Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you.
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.
Key Responsibilities Financial PlanningWealth ManagementReview planningInvestmentsCustomer service Experience 2 years
Skills Financial planner, financial advisor, financial advice, certified planner, retirement planning, estate planning, super, direct equities
Qualifications Degree qualification or Diploma in Financial PlanningFASEA certificationAccredited advisorProfessional year sponsorship considered Education Associate Degree/Diploma
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