Financial Planner

Location: Parramatta, New South Wales
Job Type: Temporary
Reference: JO-1802-154568_1518998075
Salary: Super

people2people are working closely with NSW Government who are seeking an experienced Financial Planner in Parramatta on a 3 month assignment with the potential to extend


  • Deliver advisory services that are high quality, consistent, cost effective and timely, compliant with legislative requirements and consistent with industry best practice
  • Provide advice to clients that is appropriate to their personal circumstances and maximises the benefits they are entitled to
  • Work closely with Client Service Officers to ensure advice is appropriately implemented
  • Respond to queries from clients regarding changes to legislation or requirements from regulatory bodies
  • Escalate difficult matters, appeals and significant complaints as required to ensure that they are resolved effectively and client needs are met
  • Undertake ongoing continuing professional development in accordance with industry standards


  • Previous experience within a Government department (desirable)
  • Strong written communication skills
  • Tertiary qualifications in Financial Planning (ADFP desirable)
  • Experience in Centrelink (desirable)
  • Experience in Aged Care advice (desirable)

To apply for the role, click the appropriate link on this page or call David Collins at people2people on 02 8270 9799 for a confidential discussion