Financial Planner

1 week ago


Canberra, ACT, Australia IOOF Holdings Full time

Date:01-May-2023
Location:Canberra, ACT, AU, 2600
Employment Type:Permanent Full Time- Canberra based role

  • Be part of a team and culture that values people
  • Excellent opportunity to add value in this influential role

The Role

  • We have an exciting opportunity for a Financial Planner to join our Bridges team in Canberra. As a Financial Planner at Bridges, you will be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients. A Financial Adviser should demonstrate a high degree of professionalism and act in the client's best interests at all times.

Key Responsibilities:

  • Proactively source, engage and manage client referrals and key referral relationships as per Bridges referral partner strategies
  • Meet all client growth related KPIs
  • Leverage the evolving Insignia digital platforms and advice processes to drive productivity, compliance and client engagement
  • Deliver personal advice that is in adherence to the Bridges Advice Process
  • Manage designated client relationships, ensuring service deliverables and client experience expectations are met
  • Ensure all incidents, complaints and audit remediation activities are completed in satisfaction of Insignia's compliance requirements
  • Coach clients to adopt evolving technologies and processes
  • Seek opportunities to coach and mentor colleagues and continuously build capability of all team members within market, ensuring high levels of cross skilling and deep technical expertise

To Be Successful in This Role You Will Possess:

  • RG146 (Diploma Financial Planning) Compliant (minimum education standard)
  • Approved Degree is highly desirable
  • Successfully passed Adviser exam (mandatory for Authorisation)
  • Approved course in Australian Tax Law and a course in Commercial Tax (mandatory)

Benefits

  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive, and friendly culture
  • A range of corporate and lifestyle benefits

The Business

  • Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services.
We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

  • Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._
  • Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure._

  • Financial Planner

    1 week ago


    Canberra, ACT, Australia Approach Consulting Full time

    Large, recognised brand Various experience levels consideredApproach are seeking experienced Financial Planners to join our client's team in Canberra. Join a globally recognised brand, that values there employees and clients, and provides numerous benefits. As a Financial Planner, you will be responsible for providing financial advice and creating...

  • Financial Planner

    1 week ago


    Canberra, ACT, Australia IOOF Holdings Full time

    Date:19 Jun 2024Location:Canberra, ACT, AU, 2600Employment Type:Permanent Full Time- Canberra Location Join a leading wealth management and adviceled organisation Be part of a team that values its people and its cultureAbout the opportunity As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the...

  • Financial Planner

    1 week ago


    Canberra, ACT, Australia Randstad Full time

    Financial Markets - Client Associate - Up to 100K + Super Hybrid RolePrivate Bank Support Advisors with High Net Worth ClientsThe CompanyLeading Financial Services provider with offices nationally that cater to HNW individuals, business owners and families that are looking to build long term wealth. They have won numerous awards in the financial services...

  • Aps5 Planner

    1 week ago


    Canberra, ACT, Australia HOBAN Recruitment Full time

    Are you a driven individual with a passion for contributing to impactful initiatives?HOBAN Recruitment is thrilled to offer a remarkable opportunity for an APS5 Planner (Labour Hire) role, based in CANBERRA.This role will play a pivotal part in supporting the objectives of a significant program. If you're detail-oriented, dedicated, and eager to make a...


  • Canberra, ACT, Australia QinetiQ Full time

    QinetiQ employs more than 8000 people in more than 50 locations around the world, offering our customers premier expertise in advice, services and creative technology-based products.QinetiQ Australia, part of the global QinetiQ group, provides technological and scientific expertise to help customers protect and advance their vital interests. As an innovative...


  • Canberra, ACT, Australia QinetiQ Full time

    Unlock your potential at QinetiQ Boasting the largest team of highly respected and experienced Explosive Ordnance (EO) acquisition personnel, our consultants work in close partnership with our clients and are embedded within a vibrant team, working on multi-million dollar projects that are at the cutting edge of innovation in Defence munitions and the...


  • Canberra, ACT, Australia QinetiQ Limited Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Location: Canberra, Australian Capital Territory, AU Company: QinetiQ QinetiQ employs more than 8000 people in more than 50 locations around the world, offering our customers premier expertise in advice, services and creative technology-based products. QinetiQ...

  • Oh Hold

    1 week ago


    Canberra, ACT, Australia Recruit2Advice Full time

    National Financial Planning business Training & Development Client Centric advice focussedA great opportunity has arisen to be a member of a successful, national expanding Financial Services Company with offices in all major capital cities.Do you enjoy working on your own while interacting with a variety of clients? Is it important to feel like you are...


  • Canberra, ACT, Australia DFP Recruitment Services Full time

    Job description:This Federal Government agency is seeking an experienced APS5/6 HR Advisor/Workforce Planner for a non-ongoing 12 month position.This department is at the forefront of tackling serious and organised crime targeting Australia, both within our borders and offshore. The staff operate against a pervasive, transnational and globalised criminal...


  • Canberra, ACT, Australia HorizonOne Recruitment Full time

    About Milestone Financial:Milestone Financial is one of Canberra's trusted financial planners. Their advisors are specialists in all areas of financial planning, offering services in superannuation planning, insurance, financial advisory and mortgage brokering. They assist the community by providing professional guidance to help people make informed...


  • Canberra, ACT, Australia HorizonOne Recruitment Full time

    About Milestone Financial:Milestone Financial is one of Canberra's trusted financial planners. Their advisors are specialists in all areas of financial planning, offering services in superannuation planning, insurance, financial advisory and mortgage brokering. They assist the community by providing professional guidance to help people make informed...


  • Canberra, ACT, Australia Chandler Macleod Full time

    As one of the Australia's largest providers of human resources solutions, Chandler Macleod has a proven track record of unleashing potential in people and companies. For over 40 years Chandler Macleod's recruitment business has connected leading-edge projects and employers with outstanding business professionals.Our client is seeking to engage an...


  • Canberra, ACT, Australia Airservices Australia Full time

    Job search e.g. "Air Traffic Controller", "Melbourne" Filter resultsWork type Full Time Permanent 1 Locations ACT 1 QLD 1 Categories Aviation 1 Finance 1 Project Management 1 Project Accounting Specialist Apply now Job no: Work type: Full Time Permanent Location: ACT, QLD Categories: Finance, Aviation, Project Management Full Time Permanent position in...


  • Canberra, ACT, Australia NAB - National Australia Bank Full time

    Job searchBrowse or search by category, location and work type to find available jobs.For career opportunities based in our China, Hong Kong, Japan, Singapore, US, UK and France NAB locations please visit our NAB Global Careers Portal .Job searche.g. Financial Planner, Melbourne, Part timeFilter resultsWork typeLocationsACT- Canberra...


  • Canberra, ACT, Australia Wsp Full time

    Senior Hydraulic Engineer - Building Services Full time Hybrid work, National Projects, Global Reach What if you could work with the best and brightest minds in the industry?With us, you can.This role will see you enhance your capabilities and the reputation of WSP's Building Services team.You will collaborate with talented professionals working on iconic...


  • Canberra, ACT, Australia WSP Full time

    Senior Hydraulic Engineer - Building ServicesFull timeHybrid work, National Projects, Global ReachWhat if you could work with the best and brightest minds in the industry?With us, you can.This role will see you enhance your capabilities and the reputation ofWSP's Building Services team . You will collaborate with talented professionals working on iconic...


  • Canberra, ACT, Australia AECOM Full time

    Highways Design Manager - Perth Australia Based Full-time State/Province: Western Australia Business Group:DCSBusiness Line:Transportation Work Location Model:Hybrid Operating Group:International Primary Location: AU - Perth, WA - 58 Mounts Bay Road Work with Us.Change the World.At AECOM, we're delivering a better world.Whether improving your commute,...


  • Canberra, ACT, Australia Capital EA & Concierge Full time

    The Development and Executive Support primary objective is to effectively assist the CEO and management of Development operations of the group, including but not limited to assisting with development approvals, development strategy, feasibility, budgets, internal and external reporting requirements and providing high-level executive support to the CEO in a...


  • Canberra, ACT, Australia Serco Full time

    Join a large global company supporting Serco Immigration network Responsible for ensuring the delivery of all resourcing requirements across two contract Justice and Immigration Let us help Develop your skill set further with progression for Career advancementAbout YouYou will be passionate about a career in Operations, self-motivated and able to work with...


  • Canberra, ACT, Australia Clean Energy Regulator Full time

    Various opportunities Non-ongoing Canberra based The Temporary Employment Register is open to candidates to submit an expression of interest for employment with the Clean Energy Regulator (CER). The Register enables us to access appropriately skilled and experienced individuals at short notice for non-ongoing or temporary positions. Depending on operational...