Financial Planning Graduate

1 week ago


Wollongong, New South Wales, Australia Chandler Macleod Full time

About the Company:

Our client is a leading Financial planning practice that prides themselves on their work life balance and workplace culture. They have ample career progression opportunitites if you are looking to grow into an adviser in the future.

They are looking for a Financial Planning Graduate to join their office in South Sydney. They are located near a station or have parking around the office. This role will work with the financial advisers to research and develop strategies.

The Role:

  • Timely and accurate implementation of all advice documents
  • Prepare for and attend client meetings
  • Execution of share trades via broker and wrap platforms
  • Develop and maintain client relationships ensuring client queries are answered
  • Processing new client packs including conducting analysis on client's superannuation/investments
  • Detailed understanding of client portfolio to deliver a detailed response
  • Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
  • Complete adhoc tasks and work on best practice strategies

Skills & Experience:

  • Must have Bachelor of commerce or financial planning related degree
  • Eager to learn and grow
  • Experience with Financial Planning software; XPLAN is desirable
  • Excellent telephone manner and relationship management skills


  • Wollongong, New South Wales, Australia REHAB MANAGEMENT Full time

    Voted 1st Best Workplace in Health Industry 2022 Join a national provider with successful Grad Academy Be led my managers who are industry leaders Rehab Management is one of Australia's most recognisable occupational rehabilitation providers with a multi-disciplinary allied health team providing care to people injured as a result of workplace injury, car...

  • Psychology Graduate

    1 week ago


    Wollongong, New South Wales, Australia Pinnacle Rehab Full time

    Professional, collaborative & supportive team culture Full induction & ongoing training to set you up for success Latest IT equipment provided & WFH flexibilityInhouse Provisional Psychologist ProgramPinnacle Rehab offers a specialised opportunity to assist those going through the process towards general registration.Within the Psychological Division you...


  • Wollongong, New South Wales, Australia Warrigal Full time

    Warrigal is committed to recognising the work you do and supporting you to fulfil your part in our resident's lives. The work you do makes a difference and really matters - that carries through to your community each and every day. Benefits from Warrigal to you:Excellent Culture & On-boarding Program, experience the 'Warrigal Way' Part-time and Full-time...


  • Wollongong, New South Wales, Australia Altius Group Full time

    Supportive and bespoke induction program for a successful career WFH options with flexible hours so you can find a rhythm that works for you Join a market leader, 20+ yrs exp. elevating wellbeing in AustraliaGET TO KNOW ALTIUSAltius Group was founded in 2001 with a vision to bring high-quality and compassionate rehabilitation services into the market to...

  • Quant Trader Junior

    1 week ago


    Wollongong, New South Wales, Australia Tibra Capital Full time

    Tibra CapitalWollongong, AustraliaPosted 7 hours ago In-Office Permanent $150,000 + bonus B POSTED BY Becky Myers RecruiterFollowThis role is open to recent University graduates and applicants with less than 5 years of prior experience in a quantitative trading role, for commencement in Austinmer, NSW, Australia.About the role:Our training program offers a...


  • Wollongong, New South Wales, Australia WorkFocus Full time

    Job Description:We are looking for a Rehabilitation Consultant to join our team around Sydney on a full-time basisIf you are passionate about delivering excellent customer care and making a difference in people's lives, this is the place for you. Help your clients regain their independence and achieve their goals in life and workWe build better lives through...

  • Branch Manager

    1 week ago


    Wollongong, New South Wales, Australia GFG Alliance Full time

    About the roleAs branch manager of our Wollongong branch, you will be responsible for delivering operational, safety and profitable returns through excellence in customer service and a capable team. The role is well rounded in scope, with responsibility of P&L, sales, customer experience, safety, continuous improvement and operations. Your responsibilities...


  • Wollongong, New South Wales, Australia Australia Red Cross Full time

    Part time 15.2 hours per week Max term until 30 June 2024 Location: WollongongAbout Red CrossAustralian Red Cross is part of the world's largest humanitarian movement. We support and empower people and communities in times of vulnerability. We act for humanity.About the roleThe Bilingual Support Worker is an integral member of our Humanitarian Settlement...


  • Wollongong, New South Wales, Australia Phenomenal Health Care Australia Full time

    You will get experience working within aged care and NDIS environments. You will learn the intricate art of report writing. You will join a fun and collaborative work environment focused on patient-centered care, personal and professional growth and experience development.You will enjoy working within an expanding workforce with the option of part-time or...


  • Wollongong, New South Wales, Australia University of Wollongong Full time

    Permanent/Continuing, full-time appointment Level 5: $73,508 $83, % SuperannuationThe Faculty of Science, Medicine and Health (SMAH) is committed to quality outcomes delivered via a sustainable model where development and innovation are key elements of all that we do. SMAH is one of UOW's four faculties and incorporates the Schools of Chemistry and...

  • Registered Nurse

    1 week ago


    Wollongong, New South Wales, Australia Frontline Recruitment Full time

    Construction and fit out industry Balcatta location Small team, wiht a huge variety of projects. Seeking Full time Scrub scout, Anaesthetics and Recovery Nurses. Scrub Scouts must have experience in Orthopaedics. The successful RN will join the hospital's Perioperative department. We care about YOU Access counselling, wellbeing services, legal & financial...

  • Registered Nurse

    1 week ago


    Wollongong, New South Wales, Australia Frontline Recruitment Full time

    Choose your own hours to fit around your lifestyle Wanaka, Cromwell or Queenstown location Salary range $83K - $112K Seeking Full time Scrub scout, Anaesthetics and Recovery Nurses. Scrub Scouts must have experience in Orthopaedics. The successful RN will join the hospital's Perioperative department. We care about YOU Access counselling, wellbeing...

  • Registered Nurse

    1 week ago


    Wollongong, New South Wales, Australia Frontline Recruitment Full time

    Go to work with a smile on your face everyday Join an inclusive & supportive team of teachers within a wonderful community Be supported & Encouraged to Grow your Career Seeking Full time Scrub scout, Anaesthetics and Recovery Nurses. Scrub Scouts must have experience in Orthopaedics. The successful RN will join the hospital's Perioperative department. We...


  • Wollongong, New South Wales, Australia NSW Government -Illawarra Shoalhaven Local Health District Full time

    Employment Type: Temporary Part TimePosition Classification: Health Education Officer Graduate / Non GraduateRemuneration: $ $50.70 per hourHours Per Week: 28Requisition ID: REQ467504Applications Close:27 February 2024What you'll be doingWork in a Suicide Prevention Outreach Team (SPOT), based in Nowra NSW, providing mobile outreach and follow-up support to...


  • Wollongong, New South Wales, Australia NSW Government -Illawarra Shoalhaven Local Health District Full time

    Employment Type: Permanent Part TimePosition Classification: Clinical Nurse Consultant Grade 1Remuneration: $ $63.31 per hourHours Per Week: 32Requisition ID: REQ450157Applications Close:10 December 2023What you'll be doingThe Substance Use in Pregnancy and Parenting Specialty (SUPPS) Clinical Nurse Consultant (CNC) is a clinical expert who, through...


  • Wollongong, New South Wales, Australia University of Wollongong Full time

    Permanent/Continuing, full-time appointment Level 8/9: $105,767 to $131, % superannuationAre you a seasoned financial professional with a passion for strategic financial management and an eagerness to make an impact in the higher education sector? We are currently seeking a highly motivated and experienced individual to join our team as the Finance Business...

  • Research Assistant

    1 week ago


    Wollongong, New South Wales, Australia University of Wollongong Full time

    Fixed Term, full-time appointment (12-months) Level 5: $73,508 $83, % SuperannuationThe Faculty of Science, Medicine and Health (SMAH) comprises of the Schools of Chemistry and Molecular Biosciences; Earth, Atmospheric Life Sciences; Medical, Indigenous and Health Sciences; Nursing; and the Graduate School of Medicine. With such a diverse science and health...

  • Registered Nurse

    1 week ago


    Wollongong, New South Wales, Australia Opal Full time

    At Opal HealthCare, we know that companies don't succeed, people do. We work to provide opportunities for a rewarding and meaningful career, and we are always living and breathing our purpose to bring joy to those we care for. In joining Opal, you will have access to a range of benefits including: Night Shifts Dedicated mentoring &...


  • Wollongong, New South Wales, Australia Robin Birch - Infinite Living Full time

    Are you seeking a new career direction, better work-life balance, or a fulfilling side project? Join us as a remote Marketing Training Professional, working independently with the freedom to choose your own hours, whether part-time or full-time (most of our team works part-time). Enjoy the flexibility to balance work with family, travel, hobbies, and other...

  • Building Cadet

    1 week ago


    Wollongong, New South Wales, Australia BESIX Watpac Full time

    Company DescriptionBESIX Watpac is an Australian multi-disciplinary construction company operating for forty years in Australia and backed by over a century of global expertise and financial strength. A wholly owned subsidiary of the award-winning international contractor BESIX Group, we specialise in complex construction across all sectors, including...