Junior Planner/associate Planner

7 days ago

Sydney, Australia International Search Partners Full time

A new position has become available within a well-established and progressive Financial Planning Practice for their location in the Shire. Renown for their professionalism and high level of customer service we are seeking to appoint an experienced Associate Planner who is seeking to take the next step into becoming a Financial Planner.

Working closely with the Head of Advice who will provide ongoing training and support to assist with your transition into becoming a confident and self-sufficient Financial Planner. The practice have a large client base consisting of clients from diverse backgrounds and age groups ranging from Wealth Creators to Retirees. The practice will provide access to a quality client base along with administrative and paraplanning services.

Your position will include the following:

- Provide high quality advice to clients in a compliant manner.
- Conduct client meeting and develop appropriate strategies in accordance with the clients' financial objectives.
- Provide comprehensive advice across all areas including Superannuation & Retirement planning, Insurances, Wealth Creation with access to multiple platforms.
- Ensure all final documented advice is accurate prior to presentation to the client and/or prospective client.
- Complete Client Reviews.
- Generate new business through existing clients and referral partners.
- Liaise with Paraplanning team for technical research and strategy development.
- Ensure your ongoing training requirements are maintained including CPD Points and attendance at PD days along with other training as required.

We are seeking a self motivated and driven individual who enjoys helping clients to achieve their financial goals. You will have strong relationship skills with the desire to be successful in your role. In addition you will have:

- Completed Provisional Year to be AR Accredited
- Close completion of the relevant Tertiary qualification with successful completion of the FASEA exam.
- Well developed technical skills across all areas of advice.
- Self-managed and able to meet agreed objectives
- Strong communication and relationship skills
- Team Player and able to work autonomously.
- Knowledge of Xplan desirable.

This is an excellent long-term opportunity to join a professional practice with a nice team environment who will invest in your professional development.

**Job Types**: Full-time, Permanent

**Salary**: From $95,000.00 per year

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Sydney, NSW: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

Work Location: In person

  • Junior Merchandise Planner

    1 week ago

    Sydney Western Suburbs, Australia Frontline Recruitment Full time

    Our Client is seeking a Junior Merchandise Planner to join their team, reporting to the Head Merchandise Planner you will have strong numbers and commercial acumen. Being resilient and able to work with manual systems, you are a quick decision maker and have a high customer focus. You would be joining a dynamic, fast paced environment, and be a part of an...

  • Merchandise Planner

    1 week ago

    Sydney, Australia Jivaro Full time

    Career progression opportunities - Guaranteed work/life balance! - Inner West location - close to transport links **About the business** Working in a well-established apparel retailer who have been operating for over 50 years in Australia. Boasting the "Retail Employer of the Year" award for 3 years consecutively. **About the role** The Planner is...

  • Junior Planner

    2 weeks ago

    Sydney, Australia Frontline Recruitment Full time

    Our Client is seeking a Junior Planner who is a very passionate and organised team player to join their Commercial team. You will be providing a high level of support to the Planning Manager and Commercial team. You will be joining a business located in 65 countries and who's focus is on their customers and the premium products they provide across their...

  • Merchandise Planner

    2 weeks ago

    Sydney, Australia Frontline Recruitment Full time

    Our Client is seeking a Merchandise Planner to join their team, reporting to the Head Merchandise Planner you will have strong numbers and commercial acumen. If you are at a junior planning level currently this role is a great next step to your career. Being resilient and able to work with manual systems, you area quick decision maker and have a high...

  • Estate Planner

    3 weeks ago

    Sydney, New South Wales, Australia Tideri Jobbörse Full time

    Accredited courses from leading Australian universities, TAFEs and colleges Definition of an Estate Planner An Estate Planner plays a vital role in helping individuals and families navigate the complexities of managing their assets and planning for the future. This career is centred around providing expert advice on how to structure and distribute wealth,...

  • Entry Planner

    4 days ago

    Sydney, New South Wales, Australia Hatch Full time

    Our Purpose - Creating a better way for people to shop.Business operationsFull-timeHybrid | Sydney, NSW, AUJunior · A role for someone with some basic skills, good motivation and ability to learn. Typically 1-2 years of experience is required.Since 2011, THE ICONIC has redefined the future of retail in Australia and New Zealand. As the #1 fashion e-commerce...

  • Town Planner

    6 days ago

    Sydney, Australia TRG Full time

    **TRG** is well-established business with a legacy of over 30 years, specialising in retail and commercial projects. Operating across seven office locations in Australia, New Zealand, and the United Kingdom. We are looking for an experienced Town Planner to join our Team in Melbourne or Sydney. This is permanent full-time role for a confident professional...

  • Established Planner

    3 days ago

    Sydney, New South Wales, Australia THE ICONIC Full time

    This is a Established Planner - Womenswear role with one of the leading companies in AU right now -- THE ICONIC -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the takes off.More About the Role at THE ICONIC We've got an exciting opportunity for an experienced **Entry Planner/Junior Planner** to join our...

  • Established Planner

    3 days ago

    Sydney, New South Wales, Australia THE ICONIC Full time

    This is a Established Planner - Menswear role with one of the leading companies in AU right now -- THE ICONIC -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the takes off.More About the Role at THE ICONIC We've got an exciting opportunity for an experienced **Junior Planner/ Planner** to join our ICONIC...

  • Principal Planner

    2 weeks ago

    Sydney, Australia Ivory Group Full time

    Initial 6 month contract with a high likelihood of extension - Be a part of a highly motivated and ambitious team culture - Develop valuable skills through the mentorship of other staff **ABOUT THE COMPANY.** Join a team of industry professionals within a Sydney Local Council as a Principal Planner. This is an initial 6 month contract which has a strong...

  • Strategic Planners

    2 weeks ago

    Sydney, Australia Halcyon Knights Full time

    12 Months Contract - Free Onsite Parking Provided - Oran Park NSW **Strategic Planners** - Contract: 12 Months - Location of work: Oran Park NSW - Free Onsite Parking Provided - Fully Vaccinated - Eligibility: Must be an Australian Resident with full-time Working Rights Our Client is seeking qualified and experienced **Strategic Planners** to undertake...

  • Financial Planner

    6 days ago

    Sydney, New South Wales, Australia Randstad Education Australia Full time

    About the companyThis highly regarded and well-established leading industry fund has been established for many years and has always put a client-centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients....

  • Junior Events Planner

    1 week ago

    Sydney, Australia L3A Protocol Full time

    **About Us**: We're a Web 3.0 tech firm based in Sydney, and we're gearing up for an exciting virtual conference and hackathon this September. The event spans 3 days of conference sessions and a 3-week hackathon, all focused on diving deep into open infrastructure and open data discussions. **Position Overview**: We are seeking a Junior Events Planner to...

  • Chpp Maintenance Planner

    1 week ago

    Sydney, Australia Malabar Resources Full time

    **CHPP Maintenance Planner** It’s not every day you have the opportunity to be involved in the start-up of a new mineTo make your mark and be there from the beginning. Well here is that long-awaited, unique opportunity to do just that - a Greenfield mine in the Hunter Valley with all the associated excitement of building and being part of something...

  • Demand Planner

    2 weeks ago

    Sydney, Australia PERSOLKELLY Full time

    Our client is seeking a Demand Planner to join their organisation based in Toongabbie on a 12-month fixed term contract. Our client is seeking a Demand Planner to join their organisation based in Toongabbie on a 12-month fixed term contract. This role sits within a busy supply chain team who pride themselves on their strong company culture and their high...

  • Planner

    2 weeks ago

    Sydney, Australia IEPro Recruitment Full time

    IEPro are working with a multi-disciplinary national civil contractor specialising in delivering complex projects across a range of sectors, including large scale marine, road, and resourcing projects. This company is renowned for their innovative approach and passion for developing the skills and talent of their employees. Due to the acquisition of more...

  • Lead Fashion Planner

    4 days ago

    Sydney, New South Wales, Australia The Talent Mill AU - Luxury, Fashion Retail Recruitment, Talent strategy & Placement Full time

    About the RoleThis Senior Merchandise Planner position is a great opportunity for an experienced professional to join our client, a well-established Australian Online Retailer. The successful candidate will support both the buying team function and contribute to top-line performance management.Key Responsibilities:Inventory Management: Plan, manage, and...

  • Maintenance Planner

    1 week ago

    Sydney, Australia UGL Limited Full time

    UGL is a diversified services company delivering critical assets and essential services that sustain and enhance the environment in which we live. Our capabilities extend across a broad range of services and whole-of-life solutions for diverse industries, utilising world leading, sustainable and innovative technologies. - We partner with some of the...

  • Town Planner

    2 weeks ago

    North Sydney, Australia Willowtree Planning Pty Ltd Full time

    Willowtree Planning specialises in transforming development concepts and visions to living, breathing outcomes. We bridge the gap between complex and simple through teamwork, an unwavering commitment to quality and our will to win. Boasting a range of institutional and private clients, we have offices in Sydney and Brisbane. Underpinned by an ambitious...

  • Assistant Planner

    6 days ago

    Sydney, New South Wales, Australia Hatch Full time

    Our Purpose - Creating a better way for people to shop.Business operationsFull-timeHybrid | Sydney, NSW, AUJunior · A role for someone with some basic skills, good motivation and ability to learn. Typically 1-2 years of experience is required.Since 2011, THE ICONIC has redefined the future of retail in Australia and New Zealand. As the #1 fashion e-commerce...