Main characteristics
- Location
- Adelaide, South Australia
- Company
- Randstad
- Salary
- AU$100,000 - AU$125,000, per year, plus super
- Employment type
- permanent
- Category
- banking & financial services
Job summary
job detailsFinancial Planner
About the company
Our client is a South Australian owned company that services a broad range of business and private clients throughout the Northern metro and Barossa region. With more than 4 decades of experience, their multidisciplinary offering has resulted in the acquisition of a new client base, resulting in the current opportunity to join their team:
About the role
Joining a professional and friendly team, 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, including
- Investments
- Centrelink
- Insurance
- SMSF - desirable
To be successful you will be able to demonstrate an understanding of the areas of advice that you will be responsible for. Candidates will require an advanced diploma in Financial Planning AND/OR degree in financial planning. New or Associate planners will be considered and supported in your development.
Culture
Our client has built a robust business through a customer-first approach that earns the trust of their clients. If you are a person with an adaptable style that can build trust and rapport with a broad range of people this role will be a great fit for you.
Benefits
A negotiable salary package (range indicated adjacent to the advert) is on offer for the successful candidate.
How to apply
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.
Financial Planner
About the company
Our client is a South Australian owned company that services a broad range of business and private clients throughout the Northern metro and Barossa region. With more than 4 decades of experience, their multidisciplinary offering has resulted in the acquisition of a new client base, resulting in the current opportunity to join their team:
About the role
Joining a professional and friendly team, 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, including
- Investments
- Centrelink
- Insurance
- SMSF - desirable
To be successful you will be able to demonstrate an understanding of the areas of advice that you will be responsible for. Candidates will require an advanced diploma in Financial Planning AND/OR degree in financial planning. New or Associate planners will be considered and supported in your development.
Culture
Our client has built a robust business through a customer-first approach that earns the trust of their clients. If you are a person with an adaptable style that can build trust and rapport with a broad range of people this role will be a great fit for you.
Benefits
A negotiable salary package (range indicated adjacent to the advert) is on offer for the successful candidate.
How to apply
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 Planning
- experience
- 2 years
- skills
- Financial planner
- financial advisor
- financial advice
- certified planner
- retirement planning
- estate planning
- super
- direct equities
- qualifications
- Degree qualifiaction or Diploma in Financial Planning
- FASEA certification
- education
- Associate Degree/Diploma
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