financial planner

  • Company:
    Randstad
  • Location:
  • Salary:
    negotiable / month
  • Job type:
    Full-Time
  • Posted:
    2 days ago
  • Category:
    Finance

job description

This role would suit an experienced Financial Planner or Review Adviser that has previously conducted face to face Advice and ran their own client meetings. This role would see you doing what Advisers love to do most, speak with clients.

About the role:

  • Conduct face to face / VC reviews with on going clients
  • Working with holistic Advice
  • Medium to High Net Wealth national client base
  • Sole focus to see clients, generate referrals and close Advice meetings
  • About you

  • 3-5 Years previous face to face advice experience
  • Fully qualified to new FASEA standards
  • Ethics course completed or scheduled
  • Ability to generate referrals from existing client base
  • Exposure to broad product suite and open minded approach to Advice
  • About the company:

  • Well established operational, Client Service and Paraplanning support
  • Leads / referrals generated and pre qualified
  • Compliance support
  • Flexible approach to Advice with strong tech tools.
  • This role would be perfect for an Adviser with natural relationship management skills who has a passion for giving quality Advice and meeting clients.

    For more information please contact Phil Smith on 0416576473 or apply via the link

    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.

    skills

    FASEA Qualified

    qualification

    FASEA
    Ethics completed

    educational requirements

    Associate Degree/Diploma