About the company

This highly regarded and well established advice company based in Melbourne has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding Foreign Exchange solutions and advice to a wide range of SME, corporate and High Net Worth clients. Due to recent growth, they are looking for a Financial Planner or an Associate Adviser to join their Foreign Exchange team.

About the role

In this Melbourne CBD based role, you will be responsible for providing tailored personal advice on Foreign Exchange solutions and products to a wide range of commercial and SME clients. The advice will be given face to face, over the phone or virtually and your focus will be on building strong relationships with existing and new clients. You will also be responsible for managing clients’ portfolios, conducting fact find meetings as well as risk assessment management, and will have full administrative support. You will be trained on Foreign Exchange advice with the view to become a specialist.

This role will suit experienced Financial Planners or Associate Advisers with proven results, strong commercial acumen, and the ability to build long term relationships.

Demonstrated skills

Experience working in the Financial Planning industry
Strong interest in Investments and Foreign Exchange
Strong relationship building skills
Great understanding of compliance frameworks in the advice industry
DFP, ADFP or CFP accreditation
Tertiary degree aligned with FASEA education requirements

Benefits

Attractive salary package
Opportunity to specialise in FX and investment advice
Positive work/life balance encouraged with potential flexible working arrangements
Great career development opportunities
Outstanding training & onboarding process
Fun social events

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.

Financial Planner - Foreign Exchange

Randstad All Melbourne VIC

Randstad

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