Financial Planner

About the company

Our client is a South Australian owned business that services a broad range of business and private clients throughout South Australia. With more than 2 decades of experience, their team has grown their capability in the Adelaide Hills region, 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
• Retirement planning
• Managed fund portfolios

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. This role has a broad appeal, potentially suiting an experienced planning looking for future equity, or an emerging planner looking for a great mentoring opportunity.

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) and bonus structure is on offer for the successful candidate.

How to apply

Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. 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.