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 recent 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.
Required Skill Profession
Financial Specialists