(O885) Financial Planner

(O885) Financial Planner

21 Apr
|
Randstad Australia
|
Newcastle

21 Apr

Randstad Australia

Newcastle

Financial Planner -130K



- Book to inherit

- Colloborative, Professional Environment



The Company



This business is independent and works collaboratively to give the best results for their clients. They have both HNW as well as UHNW clients. They have a great research team making sure they are supporting their clients with the best possible strategies. They have an Accounting business, a mortgage broking business as well as a financial planning business with referalls coming from all parts of the business.



The Role



Due to two advisors moving on to start their own business, a vacancy has opened up to work with the two directors. The role will involve working with different types of strategies .

They do a lot of small business advising, structuring, tax, CFP level clients, trust beneficiaries and cash flow management. While the business has solid centres of influence and runs seminars to drive referrals, you will be expected to build upon the current revenue stream and develop your own.



Your Experience



You have at least 4 years financial planning experience



Degree qualifications



ADFP minimum



To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at [email protected]



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 -130K



- Book to inherit

- Colloborative, Professional Environment



The Company



This business is independent and works collaboratively to give the best results for their clients. They have both HNW as well as UHNW clients. They have a great research team making sure they are supporting their clients with the best possible strategies. They have an Accounting business, a mortgage broking business as well as a financial planning business with referalls coming from all parts of the business.



The Role



Due to two advisors moving on to start their own business, a vacancy has opened up to work with the two directors. The role will involve working with different types of strategies . They do a lot of small business advising, structuring, tax, CFP level clients, trust beneficiaries and cash flow management. While the business has solid centres of influence and runs seminars to drive referrals, you will be expected to build upon the current revenue stream and develop your own.



Your Experience



You have at least 4 years financial planning experience



Degree qualifications



ADFP minimum



To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at [email protected]



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



"Financial Planner" and Newcastle

- qualifications



RG-146

The original job offer can be found in Kit Job:
https://www.kitjobau.com/job/10468920/o885-financial-planner-newcastle/?utm_source=html

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