![Insignia Financial](https://media.trabajo.org/img/noimg.jpg)
Financial Planner
1 week ago
- Join a leading wealth management and adviceled 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 to Bridges.
You'll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.
Client experience and care is the forefront of this role, being a seasoned professional, you'll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes.
As a team player, you'll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.
You're an expert in Financial Advice, someone who loves to drive growth and build relationships while you always deliver an excellent client experience.
Oozing integrity, adaptability and innovation, you've got what it takes and are passionate about taking your career to the next step with the Bridges Team.
Benefits
- 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.
Over the decades, we have grown substantially to become a leading provider of quality financial services 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.
-
Financial Planner
1 week ago
Adelaide, South Australia IOOF Holdings Full timeDate: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...
-
Small Business Banker
1 week ago
Adelaide, South Australia National Australia Bank Full timeJob search Browse 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 search e.g. Financial Planner, Melbourne, Part time Filter resultsWork typeLocationsCategories Business Banking 1 ...
-
Rostering Coordinator
1 week ago
Adelaide, South Australia Southern Cross Care Full timeBe the difference. Enjoy great rewards and benefits Permanent Full Time position - 76 hours a fortnight Ability to work shift work covering operational requirements 7 days a week Excellent city-fringe location with onsite parking Salary Packaging benefits up to $15,900 annually to maximise your take home pay About the role The Rostering...
-
Senior Engineer Stormwater
1 week ago
Adelaide, South Australia McArthur Pty Ltd Full timeDevelop, implement & deliver long-term stormwater & water quality infrastructure planning strategies, policies & forward works programsInteresting projects in stormwater and water quality infrastructure planning Fraser Coast is home to Hervey Bay, Maryborough and the Great Sandy Strait, 115,000 residents, a thriving mixed-business economy, and enjoys a...
-
Rostering Coordinator
1 week ago
Adelaide, South Australia Southern Cross Care Full timeBe the difference. Enjoy great rewards and benefits Permanent Full Time position - Mon-Fri; 76 hours a fortnight Excellent city-fringe location with onsite parking Salary Packaging benefits up to $15,900 annually to maximise your take home pay About the role The Rostering Coordinator Site Business Partner is responsible for the planning and...
-
Account Director
1 week ago
Adelaide, South Australia ISTITUTO MARANGONI Full timeWhy seize this remarkable opportunity?As the Human Experience (HX) Company, Starcom leverages the power of media to bridge the gap between people's desires and brands' needs. Our team combines people and technology to craft delightful experiences and drive brand actions, setting their own paths through traditional consumer realms.An inclusive and stimulating...
-
Adelaide city centre, South Australia HOBAN Recruitment Full timeAre you ready to make a meaningful impact within a Federal Government agency? Do you seek a flexible work arrangement with opportunities for professional growth? If so, we have the perfect job opportunity for youPositions we are constantly recruiting for at the APS4 Level include but are not limited to:Executive Assistants Compensation Recoveries Payments...
-
Client Services Officer
1 week ago
Adelaide city centre, South Australia CSG Talent Full timeClient Services OfficerLocation:Greenhill Road Free onsite parking Manageable workloads Great team cultureIntroducing our clientOur client is a self-licensed, forward thinking, and progressive financial planning business based in Parkside.Putting the client at the centre of all that they do, our client offers a bespoke service offering providing innovative...
-
Data Analyst Iii
1 week ago
Adelaide, South Australia Alliance Of Professionals & Consultants, Inc. Full timeJob Description Are you an experienced Data Analyst III? If so, let's talkOur client is actively seeking a talented Data Analyst III.This is a 12-month contract opportunity with the possibility to extend with our client.This position is a remote opportunity.Overview The Games Business Planning Team is seeking a new data analyst to help drive critical...
-
Relationship Training Manager
1 week ago
Adelaide city centre, South Australia IOOF Holdings Full timeDate:12-Jan-2023Location:Adelaide, SA, AU, 5000 Melbourne, VIC, AU, 3000Employment Type:Permanent Full Time Permanent Full-Time position Location: Adelaide Hybrid working arrangements, lifestyle flexibilityThe Role The role of a Relationship Training Manager is to represent the Advisory Solutions division in all aspects of the financial services industry in...
-
Technical Director, Building Services
1 week ago
Adelaide, South Australia Wsp Full timeTechnical Director, Building Services (Healthcare) Full time Hybrid Work, National Role, Healthcare Market Lead What if you could make a lasting impact that serves the needs of our rapidly expanding communities? With us, you can. Building on the growth of our Healthcare sector nationally and globally and with successful delivery of healthcare projects...
-
Wellbeing Area Manager
1 week ago
Adelaide, South Australia Levande Full timeWellbeing Area Manager Adelaide SA, Australia Req #223 Friday, 31 May 2024 What's in it for you? An enriching career, part of the Levande community where you will feel empowered to have an impact. We support people to grow, learn and develop their skills to reach their potential, recognising and celebrating successes along the way. We offer a diverse and...
-
Account Director
1 week ago
Adelaide, South Australia Starcom Melbourne Full timeAs the Human Experience (HX) Company, Starcom harnesses the power of media to bridge the tension between what people want and brands need.We believe the alchemy of people and technology create experiences that people love, and the actions that brands need.Our people are empowered by technology, and they use it to reinvent, navigating brand offerings in the...
-
Account Director
1 week ago
Adelaide, South Australia ISTITUTO MARANGONI Full timeJob Description Why is this an exciting opportunity As the Human Experience (HX) Company, Starcom harnesses the power of media to bridge the tension between what people want and brands need.We believe the alchemy of people and technology create experiences that people love, and the actions that brands need.Our people are empowered by technology, and they use...
-
Account Director
1 week ago
Adelaide, South Australia Starcom Melbourne Full timeAs the Human Experience (HX) Company, Starcom harnesses the power of media to bridge the tension between what people want and brands need.We believe the alchemy of people and technology create experiences that people love, and the actions that brands need. Our people are empowered by technology, and they use it to reinvent, navigating brand offerings in the...
-
Account Director Full-time
1 week ago
Adelaide, South Australia Starcom Full timeJob DescriptionWhy is this an exciting opportunityAs the Human Experience (HX) Company, Starcom harnesses the power of media to bridge the tension between what people want and brands need. We believe the alchemy of people and technology create experiences that people love, and the actions that brands need. Our people are empowered by technology, and they use...
-
Account Director
1 week ago
Adelaide, South Australia Starcom Full timeJob Description Why is this an exciting opportunity As the Human Experience (HX) Company, Starcom harnesses the power of media to bridge the tension between what people want and brands need. We believe the alchemy of people and technology create experiences that people love, and the actions that brands need. Our people are empowered by technology,...
-
Manufacturing Technician
4 weeks ago
Adelaide, South Australia ThermoFisher Scientific Full timeJob DescriptionOrganization OverviewThermo Fisher Scientific is a successful, innovative product development and manufacturing company with a vision to grow.Job Purpose Carry out routine product in-house electromechanical assembly and testing. Under the direction of the production supervisor or leading hand, undertake electromechanical product assembly,...
-
Manufacturing Technician
1 month ago
Adelaide, South Australia ThermoFisher Scientific Full timeJob DescriptionOrganization OverviewThermo Fisher Scientific is a successful, innovative product development and manufacturing company with a vision to grow.Job Purpose Carry out routine product in-house electromechanical assembly and testing. Under the direction of the production supervisor or leading hand, undertake electromechanical product assembly,...
-
Financial Planner
2 months ago
Greater Adelaide SA, Australia Insignia Financial Full timeFinancial 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 timeFinancial 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
2 months ago
Adelaide, Australia Insignia Financial Full timePerth 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 timePerth 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
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...
-
Associate Financial Planner
6 days ago
Adelaide, Australia Berritta Consulting Full timeWe 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...
-
Servicing Financial Planner
2 months ago
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,...
-
Associate Financial Planner
3 weeks ago
Adelaide CBD, Australia Berritta Consulting Full timeWe 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...
-
Associate Financial Planner
2 weeks ago
Adelaide CBD, Australia Berritta Consulting Full timeWe 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...
-
Associate Financial Planner
4 weeks ago
Adelaide CBD, Australia Berritta Consulting Full timeWe 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...
-
Servicing Financial Planner
1 week ago
Adelaide Region SA, Australia CSG Talent Full timeServicing 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...
-
Associate Financial Planner
1 week ago
Adelaide Region SA, Australia TR3 Recruitment Full timeKickstart 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...
-
Associate Financial Planner
3 weeks ago
Adelaide Region SA, Australia TR3 Recruitment Full timeKickstart 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...
-
Cabin Crew Training Planner
2 months ago
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...
-
Cabin Crew Training Planner
1 week ago
Adelaide Region SA, Australia Virgin Australia Full timeWORK 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....
-
Aso3 - Business & Financial Services Officer
3 weeks ago
Adelaide, Australia SA Government -DEPARTMENT FOR EDUCATION Full time**Department for Education** **Job reference**: 593498 **Location**: 5000 - ADELAIDE **Job status**: Long Term Contract **Eligibility**: Open to Everyone **Why work with us**: Every child and young person deserves a great education. We have a strategy that aims to unlock every child’s potential now and into the future, one that in partnership with...
-
Eir 6296 - Supply Planner - Adelaide (Min)
3 days ago
Adelaide, Australia Liebherr-Australia Pty. Ltd. Full time**About the role** Due to an internal promotion within the team, you will be reporting to the Production Scheduling Manager. The Supply Planner is responsible for the delivery of supply planning for Remanufacturing, hose manufacturing and kit production focusing specifically on strategic mid to long term planning whilst working with the operations teams to...
-
Aso4 Level Advice Administration Officer
4 weeks ago
Adelaide, Australia HOBAN Recruitment Full time**Key Responsibilities**: - Triage and assess member referrals to determine appropriate financial information or advice channels. - Handle inbound and outbound calls to assist members, including booking appointments for our financial planners. - Greet members and manage reception duties during appointments. - Conduct preliminary investigations and establish...
-
EIR 6296 - Supply Planner - Adelaide (MIN)
1 month ago
Adelaide, Australia Liebherr Group Full timeAbout the role Due to an internal promotion within the team, you will be reporting to the Production Scheduling Manager. The Supply Planner is responsible for the delivery of supply planning for Remanufacturing, hose manufacturing and kit production focusing specifically on strategic mid to long term planning whilst working with the operations teams to...
-
EIR 6296 - Supply Planner - Adelaide (MIN)
1 month ago
Adelaide, Australia Liebherr-Australia Pty. Ltd. Full timeAbout the role Due to an internal promotion within the team, you will be reporting to the Production Scheduling Manager. The Supply Planner is responsible for the delivery of supply planning for Remanufacturing, hose manufacturing and kit production focusing specifically on strategic mid to long term planning whilst working with the operations teams to...