Associate Financial Planner

2 weeks ago


Adelaide Region SA, Australia TR3 Recruitment Full time
Kickstart your Financial Planning career by joining a small and dynamic team based in Adelaide.

This is a perfect opportunity for someone with a financial planning support background seeking progression in the Finance Services Industry.


  • Provide clients with exceptional service, prompt response and the correct information
  • Maintenance of client/account database
  • Liaise with various teams and share registries
  • Ad hoc administration duties as requested by Financial Advisers
  • Be part of a passionate, closeknit team with a focus on professional development and growth


YOU | As an Associate Financial Planner you will be positive, confident, and committed to providing a high level of administration and quality client service.

You will have the ability to work as a effective part of a team and be able to work under pressure and meet deadlines.


Ideally you will also possess:

  • A willingness to obtain relevant qualifications to meet the FASEA education standards and other training requirements.
  • Demonstrated high level data processing and numerical ability
  • Demonstrated very high level of attention to detail
  • Excellent time management, organisational skills, and the ability to manage competing priorities in a dynamic environment


THE ROLE | In this role you will provide administration support including preparation of varied reports and paperwork for clients and assist with client enquiries and reporting.

Assist advisers prepare financial plans, Statements of Advice and Portfolio Plans. You will enjoy support from an experienced team and play an important role in their collective success.


THE CLIENT | Our client is a leading Financial Planning group with a focus on providing accessible Financial Advice to their diverse client base.

They have a strong team culture and are committed to the provision of compliant, tailored advice.

Interested? Click 'Apply' now, or for a more detailed conversation contact one of our team.

Job Type:
Casual

Salary:
$ $37.00 per hour

Schedule:

  • Day shift

Education:

  • Diploma (preferred)

Work Authorisation:

  • Australia (required)

Work Location:
In person
  • Financial Planner

    2 months ago


    Greater Adelaide SA, Australia Insignia Financial Full time

    Financial Planner - Perth or Adelaide Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the...

  • Financial Planner

    4 weeks ago


    Greater Adelaide SA, Australia Insignia Financial Full time

    Financial Planner - Perth or Adelaide Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the...


  • Adelaide Region SA, Australia TR3 Recruitment Full time

    Kickstart your Financial Planning career by joining a small and dynamic team based in Adelaide. This is a perfect opportunity for someone with a financial planning support background seeking progression in the Finance Services Industry. - Provide clients with exceptional service, prompt response and the correct information - Maintenance of client/account...

  • Financial Planner

    2 months ago


    Adelaide, Australia Insignia Financial Full time

    Perth or Adelaide Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients...

  • Financial Planner

    4 weeks ago


    Adelaide, Australia Insignia Financial Full time

    Perth or Adelaide Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients...

  • Financial Planner

    2 weeks ago


    Adelaide, South Australia Insignia Financial Full time

    Perth or Adelaide Location Join a leading wealth management and adviceled organisation Be part of a team that values its people and its cultureAbout the opportunityAs a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges....


  • Adelaide, Australia Berritta Consulting Full time

    We want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...


  • Adelaide CBD, Australia Berritta Consulting Full time

    We want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...


  • Adelaide CBD, Australia Berritta Consulting Full time

    We want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...


  • Adelaide CBD, Australia Berritta Consulting Full time

    We want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...


  • Adelaide Region SA, Australia CSG Talent Full time

    **Servicing Financial Planner** - Servicing role - Existing book with full support - No business development or sales targets **The Employer** Our client is one of South Australia's largest, most respected accounting and financial services firms. For over 50 years, our client has been changing up the financial services game by investing in great people,...


  • Adelaide Region SA, Australia CSG Talent Full time

    Servicing Financial Planner Servicing role Existing book with full support No business development or sales targetsThe EmployerOur client is one of South Australia's largest, most respected accounting and financial services firms.For over 50 years, our client has been changing up the financial services game by investing in great people, working with great...


  • Adelaide Region SA, Australia Virgin Australia Full time

    **WORK TYPE**: Full Time **LOCATION**: Adelaide, Brisbane, Cairns, Canberra, Launceston, Melbourne, Perth, Sydney, Australia Wide, Remote (Australia) **JOB TYPE**: Administration **APPLICATIONS CLOSE**: **Cabin Crew Training Planner**: Hello. We’re Virgin Australia. And we’re back (in a big way). We’re the airline that’s always done things a...


  • Adelaide Region SA, Australia Virgin Australia Full time

    **WORK TYPE**: Full Time **LOCATION**: Adelaide, Brisbane, Cairns, Canberra, Launceston, Melbourne, Perth, Sydney, Australia Wide, Remote (Australia) **JOB TYPE**: Administration **APPLICATIONS CLOSE**: **Cabin Crew Training Planner**: Hello. We’re Virgin Australia. And we’re back (in a big way). We’re the airline that’s always done things a...


  • Adelaide Region SA, Australia ASC Pty Ltd Full time

    **Job no**: 974516 **Employment type**: Full time **Location**: Adelaide, SA **Categories**: Planning / Scheduling, Tradesperson - Electrical ASC is Australia’s sovereign submarine company and what we do matters. Our team is committed to delivering Collins Class submarine sustainment that provides an agile and potent capability for the Royal Australian...

  • Financial Planner

    3 weeks ago


    Adelaide, Australia IOOF Holdings Full time

    **Date**:22 Jan 2024**Location**:Adelaide, SA, AU, 5000 - Perth, WA, AU, 6000**Employment Type**:Permanent Full Time- Perth or Adelaide Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** - As a Financial Planner at Bridges, you’ll be accountable for...

  • Financial Planner

    2 weeks ago


    Adelaide, South Australia IOOF Holdings Full time

    Date:22 Jan 2024Location:Adelaide, SA, AU, 5000 Perth, WA, AU, 6000Employment Type:Permanent Full Time Perth or Adelaide 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...


  • Adelaide Region SA, Australia ASC Pty Ltd Full time

    Job no: 974516Employment type: Full timeLocation: Adelaide, SACategories: Planning / Scheduling, Tradesperson - ElectricalASC is Australia's sovereign submarine company and what we do matters. Our team is committed to delivering Collins Class submarine sustainment that provides an agile and potent capability for the Royal Australian Navy.About the...


  • Adelaide Region SA, Australia Virgin Australia Full time

    WORK TYPE:Full TimeLOCATION:Adelaide, Brisbane, Cairns, Canberra, Launceston, Melbourne, Perth, Sydney, Australia Wide, Remote (Australia)JOB TYPE:AdministrationAPPLICATIONS CLOSE:Cabin Crew Training Planner:Hello. We're Virgin Australia. And we're back (in a big way).We're the airline that's always done things a little different. Our way. The Virgin way....


  • Adelaide Region SA, Australia Australian Government Department of Defence Full time

    $88,175 - $100,724 (plus Super) - Adelaide - SA, Amberley - QLD, Canberra - ACT, Darwin - NT, Enoggera - QLD, Townsville - QLD **The Role** The Estate Strategic Planner role encompasses a range of skillsets including strategy analysis, project management, procurement, contract administration / management and associated stakeholder engagements. The nature of...