![Discovering People](https://media.trabajo.org/img/noimg.jpg)
Financial Adviser
1 week ago
Financial Adviser looking to reignite your careers purpose and goals with a
highly reputable and well established Accounting and Financial Advisory Firm,
close to home in
Bankstown?
Do you get immense satisfaction from supporting your clients and organisation's aspirations, as you develop meaningful and lasting relationships?
Then you should take a look at this Firm's opportunity to join their amazing team. Give Michelle a call today.
Reporting and working closely with the Principal of the firm you'll have the opportunity to be part of a solid and amazing team while being appreciated and rewarded for your positive contribution.
exciting day will look like
- Attend client meetings and assist in developing the advice from strategy and scoped advice established by the principal adviser, assist with research and develop compliant SOA's ( in accordance with licensee standards ).
- Analyze existing client base ( Tax ) and develop strategies with 6 Snr. Tax Accountants in the practice to progress advice across Wealth Management, Insurance and Retirement / Estate needs.
- Progress analysis of products, fund managers and general research to develop effective strategies and discuss with the senior team for consideration across a broad range of individual and business clients.
- Gain a deep understanding of licensee standards and assist support staff with requirements on an ongoing basis, including Fixed Term Advice Agreements, Records of Advice and related advice documents.
- Support Principal / staff in maintaining compliance standards across the practice, particularly with system design.
experienced Financial Adviser or
Paraplanner or Support eager to take the
next step with qualifications and experience of
- Min Graduate Diploma or Masters in Financial Planning ( Meet FASEA requirements ).
- Min 5 Years experience in similar role.
- Proven track record of exceptional client engagement.
- Sound compliance and quality standard to date
For more information please
call Michelle on |
Recruitment Specialist at Discovering People.
Salary:
From $110,000.00 per year
Benefits:
- Professional development assistance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Bankstown, NSW 2200: Reliably commute or planning to relocate before starting work (required)
Education:
- Advanced Diploma / Associate Degree (required)
Experience:
- Financial planning: 5 years (preferred)
Work Authorisation:
- Australia (required)
Work Location:
In person
-
Financial Adviser
3 weeks ago
Bankstown, Australia Discovering People Full timeAre you a high quality focused and driven **Financial Adviser** looking to reignite your careers purpose and goals with a **highly reputable and well established** Accounting and Financial Advisory Firm, **close to home** in **Bankstown**? Do you get immense satisfaction from supporting your clients and organisation's aspirations, as you develop meaningful...
-
Management Committee Member X 2
1 week ago
Bankstown, Australia Outloud Full timeAbout the role Do you want to lead in a vibrant organisation with a proven record of nurturing local creative talent and fostering community expression? We are seeking two enthusiastic individuals to join our supportive management committee and contribute to an organisation with a strong community presence and reputation. We currently have vacancies for a...
-
Management Committee Member X 2
1 week ago
Bankstown, Australia Outloud Full timeAbout the roleDo you want to lead in a vibrant organisation with a proven record of nurturing local creative talent and fostering community expression?We are seeking two enthusiastic individuals to join our supportive management committee and contribute to an organisation with a strong community presence and reputation. We currently have vacancies for a...
-
Quantity Surveyor
4 weeks ago
Bankstown, Australia 2XM Recruit Full time**Quantity Surveyor**: **Job details**: - Posted 06 June 2023 - Salary Competitive - LocationBankstown - Job type Permanent - DisciplineConstruction, Rail - ReferenceBH-28049 - Contact NameMegan Grace **Job description**: **_Quantity Surveyor_** **_ _** 2XM Recruit are partnered with an established trusted organisation who deliver sustainable, civil...
-
Legal & Compliance Manager
1 week ago
Bankstown, Australia Ethos BeathChapman Full timeA leading financial services business is seeking a dedicated and experienced Legal and Compliance Manager. This pivotal role reports directly to the Executive Manager of Operational Risk and Compliance and offers a unique opportunity to provide comprehensive legal and compliance services across all business areas. The successful candidate will play a crucial...
-
Quantity Surveyor
1 week ago
Bankstown, Australia 2XM Recruit Full timeQuantity Surveyor:Job details: Posted 06 June 202 Salary Competitive LocationBankstown Job type Permanent DisciplineConstruction, Rail ReferenceBH2804 Contact NameMegan GraceJob description:_Quantity Surveyor__ _2XM Recruit are partnered with an established trusted organisation who deliver sustainable, civil infrastructure in the rail, civil and power...