- Full Time and Part Time Role Available
- 100% Client-Focused: Full admin and paraplanning support so you can focus entirely on client relationships, not writing plans.
- Warm Client Base & Warm Leads: Inherit an established client portfolio and receive warm appointments directly booked into your calendar.
The Company
A leading industry super fund is dedicated to delivering tailored financial outcomes for members across Australia. Known for an open, flexible culture, the Western Australia operations function with the agility of a close-knit business unit while backed by the resources, brand strength, and stability of a national fund.
The Role
Stepping into a well-established client book built over 15 years, you will deliver comprehensive financial advice to existing fund members. You will benefit from a dedicated internal Intrafund team that triages and books new appointments into your diary, alongside fully outsourced Australian paraplanning and a local admin team handling post-presentation implementation.
- Key Activity:
Conduct 4-5 new or review client appointments per week with a focus on comprehensive advice delivery.
- Stakeholder & Corporate Engagement: Partner with Regional Managers on roughly six short travel trips per year (3-4 nights each) to service key regional enterprise accounts (e.g., major employers), running group sessions and 1-on-1 member consultations.
- Autonomy: Enjoy solid day-to-day independence reporting to a remote Team Leader while working out of a central Perth space.
Your Experience
- Proven experience as a Comprehensive Financial Planner / Financial Adviser with a track record of delivering holistic advice.
- Self-motivated, autonomous, and comfortable managing your own daily schedule.
- Excellent communication and presentation skills, capable of running engaging member seminars alongside Regional Managers.
- Relevant industry qualifications meeting FASEA/FAAAA standards.
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.
#J-18808-Ljbffr
📌 Senior Financial Planner - Leading Industry Fund (Western Australia)
🏢 Randstad - Banking & Financial Services
📍 Western Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.