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Junior Financial Planner

Randstad - Sydney, NSW

Banking & Finance
Source: uWorkin


About the Company

This Financial Planning online platform is known for providing outstanding financial advice and lending solutions to a well established network of clients. Their North Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes and to put the clients’ best interests at the heart of their business. Due to growth, they are looking for passionate and motivated professionals to become Financial Planners.

About the role

In this Financial Planner role you will provide phone based and virtual advice to a wide range of clients, ranging from wealth accumulators to mum & dads. You will be able to build a solid book of clients thanks to unlimited leads from the business. You will spend your time focusing on providing quality advice to clients and will have full admin and paraplanning support.

This is a great opportunity for Junior Financial Planners, Associate Advisers, Paraplanners or Client Service Officers who are looking to become registered Financial Planners and build a strong career in advice.

This firm offers the Provisional Year pathway, allowing industry professionals to be mentored, trained and to become Financial Planners within 12 months.

Demonstrated skills

  • Extensive experience working in the advice industry, either in a client service, paraplanning, general or personal advice capacity
  • Good understanding of compliance frameworks in the advice industry
  • Great work ethics and motivation
  • DFP accreditation and on track with FASEA education requirements
  • Opportunity to become a registered Financial Planner
  • Attractive salary package
  • Opportunity to work in a business that puts clients first
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities
To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au

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.


client service, paraplanner, paraplanning, associate adviser, financial planning, advice, rg146, provisional year, professional year


DFP (RG146),FASEA education


Bachelor Degree