Financial Planner - Randstad

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About the Company

This highly regarded and well-established leading industry fund 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 intrafund and holistic financial advice to a wide range of clients.


Due to recent growth, they are looking for an experienced Financial Planner to join their Intrafund team.

About the Role

In this Financial Planner role, you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually, and you will have 3 - 4 meetings a day. All appointments will be booked for you, and you will have full administrative support and no business development targets, allowing you to focus on providing high-quality advice.


This role will suit experienced Financial Planners or Associate Advisers holding AR status with proven results, strong commercial acumen, and the ability to build long-term relationships.

Demonstrated Skills

Extensive experience working in the Financial Planning industry
Current AR status (registered on ASIC)
Strong relationship building skills
Great understanding of compliance frameworks in the advice industry
Tertiary degree aligned with FASEA education requirements
CFP qualification is highly regarded but not compulsory

Benefits

Attractive salary package
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Fun social events


To apply for this role, click on the 'Apply Now' button or email ******.


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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