Financial Planner

Wanting to work for a forward thinking, client centric and fun financial advice firm? apply now!
Your new company
This financial advice firm is passionate about providing advice to their clients to help them live the lifestyle they want and achieve the goals they want. They are forward thinking; LOVE helping their clients and are genuinely dedicated to having a positive impact on the people they work with. They are looking for a superstar Financial Planner to join their collaborative team.

Your new role
  • Provide tailored financial solutions to best suit your client’s circumstance
  • Building honest and authentic relationships with both internal and external stakeholders
  • Being a part of growing the business and building the brand
  • Having a genuine passion for providing advice and boosting the energetic culture

What you'll need to succeed
  • Previous experience as a Financial Planner working with HNW clients and complex strategies
  • FASEA qualified and relevant tertiary degree
  • An eagerness to learn, positive attitude and an excitement for financial advice
  • You will work well in a team and individually, learn new skills fast and have strong relationship building skills

What you'll get in return
On offer is the opportunity to work with a vibrant and fun team who pride themselves on their energetic culture. They will offer an attractive salary, flexible working arrangements and career progression.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2683944


Job Type
Banking & Financial Services
NSW, Sydney CBD

Talk to a consultant

Talk to Annabel Bassil, the specialist consultant managing this position, located in Sydney
Level 13, Chifley Tower, 2 Chifley Square

Telephone: 0292492231

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